relationship advisor

First National Bank

<div><h2 class="jobSectionHeader">Primary Office Location:
</h2>100 Federal Street. Pittsburgh, Pennsylvania. 15212.
<h2 class="jobSectionHeader">Join our team. Make a difference - for us and for your future.
</h2>Position Title: Relationship Advisor 2 - Trust Services Group
Business Unit: WM - FNTC
Reports to: Varies Based on Assignment
Position Overview:
This position is primarily responsible for providing the highest quality client service to First National Trust Company (FNTC) clients through the administration of various types of trust and investment management relationships within the Personal Trust Group. The incumbent seeks out additional client opportunities and serves as the primary point of contact for assigned personal, corporate, non-profit or government clients and is responsible for the overall client experience with the primary goals of client satisfaction and retention.
Primary Responsibilities:
Communicates on a regular basis with clients regarding administrative issues, investment policy and performance and services offered by FNTC for the purpose of retaining the client relationship.
Administers various trust and investment accounts in accordance with governing instruments and applicable laws while complying with internal policies and procedures.
Provides investment oversight and guidance by providing industry updates and investment reviews. Identifies and matches client needs with the lines of business services.
Performs required on-going projects such as account reviews and at risk reports.
Identifies opportunities for enhancement of client relationships by means of additional assets for existing accounts and potential new relationships. Focuses on enhanced services for client relationships by identifying all Bank channels for delivery of such services.
Secures or provides documentation necessary to comply with laws, policies and regulations pertaining to trust business and account administration.
Recommends and acts as advised to create efficiencies and enhance service delivery. Understands, differentiates and communicates the product and service delivery channels.
Actively participates in community and corporate events while developing relationships with COI's and Internal Business Partners.
Adopts, advocates and effectively practices the guiding principles and tenets of the F.N.B. Wealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation&rsquo;s risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS 
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
5 
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in trust administration, taxes and investments including law, procedures and portfolio management concepts and general knowledge of investment products and services. 
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
CFP, CTFA or CWS 
Physical Requirements or Work Conditions Beyond Traditional Office Work:
Frequent driving (car, van, truck) 
 
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.</div>

Relationship Advisor 2 - Trust Services Group

Berkeley me

Role Overview:The organization is seeking a dynamic and sales-driven Relationship Officer to build, manage, and enhance customer relationships while driving revenue growth. The role integrates sales excellence, proactive client engagement, and exceptional customer service, including handling inbound and outbound communications with clients and prospects for an education industry (training) organization.Key Responsibilities:Sales &amp; Business Development<ul><li>Drive sales performance by identifying new business opportunities and converting leads into clients</li><li>Conduct outbound calls to prospective customers to generate leads, present offerings, and close sales</li><li>Follow up consistently on leads, inquiries, and prospects to maximize conversion rates</li><li>Achieve and exceed monthly and quarterly sales targets</li><li>Promote products/services effectively to maximize revenue generation</li></ul>Customer Relationship Management<ul><li>Build and maintain strong, long-term relationships with clients</li><li>Handle inbound calls from customers, addressing inquiries, providing information, and offering solutions</li><li>Act as the primary point of contact for both existing and potential clients</li><li>Understand client needs and provide tailored solutions</li></ul>Customer Service Excellence<ul><li>Deliver a premium customer experience through professional, timely, and courteous communication</li><li>Respond to customer queries via calls, messages, and emails efficiently</li><li>Resolve customer concerns and complaints promptly and effectively</li><li>Maintain a customer-first approach in all interactions</li></ul>Account Management &amp; Coordination<ul><li>Manage client accounts and maintain regular engagement through calls and follow-ups</li><li>Maintain accurate records of all inbound and outbound interactions in CRM systems</li><li>Coordinate with internal teams to ensure seamless service delivery</li><li>Track customer interactions, sales pipeline, and performance metrics</li></ul>Candidate Profile<ul><li>Female candidate aged between 20&ndash;30 years</li><li>Proven experience in sales, tele-calling, customer service, or relationship management preferred</li><li>Strong verbal communication skills in English and Arabic, especially over phone interactions</li><li>Confident in handling both inbound and outbound calls professionally</li><li>Target-oriented mindset with a passion for sales</li><li>Ability to build rapport and trust with clients</li><li>Well-presented, confident, and professional demeanor</li><li>Proficiency in MS Office and CRM tools is an advantage</li></ul>Key Competencies<ul><li>Sales-driven and results-oriented</li><li>Excellent communication and interpersonal skills</li><li>Strong relationship-building ability</li><li>Active listening and problem-solving skills</li><li>High level of customer focus</li><li>Ability to handle call volumes efficiently</li></ul>What the Organization Offers<ul><li>Competitive salary with performance-based incentives</li><li>Career growth and development opportunities</li><li>Professional and supportive work environment</li></ul>Work Location: Remote

Relationship Officer

Wellington Management

<div><h1 class="jobSectionHeader">About Us</h1>
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.<h1 class="jobSectionHeader">
About the Role</h1>
As part of the continued growth of our business in EMEA, we are currently recruiting a Relationship Analyst to join our Business Development &amp; Relationship Management Group (the Client Group). This individual will be an integral member of the institutional team supporting the business activities with a broad range of prospects and clients in the Middle East region within this global prestigious firm and will be based in Dubai.
Relationship Analysts (RAs) provide centralised coordination of various functions to service clients across various entity types. They support the Business Development and Relationship Management objectives in their teams working with our existing client and/or consultant relationships and prospects. The core role of the RA is to ensure that client and/or consultant needs are met and to support our business development efforts, delivering service alpha across the board.
Success in this role requires the RA to have the ability to be proactive in supporting our business development activities, looking to assess and support our prospect and cross-selling opportunities. In addition, RAs also support our existing client relationships. This requires the RA to maintain and update client CRM data, analyse opportunities for our clients and prospective clients, and oversee and coordinate the completion of information requests. RAs will work with internal stakeholders to ensure we meet our clients&rsquo; expectations and to ensure deadlines are met. Attention to detail is critical &ndash; the ability not only to pull data from the various applications available, but also to analyse the data and understand whether that data makes sense. RAs need to have the ability to work independently, in a fast-paced and team-oriented environment, where priorities change frequently and deadlines often need to be met under significant time pressure. Finally, RAs should have a solid knowledge of investments, such that they are able to fully understand, and respond to, client enquiries and requests. The successful candidate will have the opportunity to grow within this highly regarded, exceptional Asset Management house. On-hand training and support from senior stakeholders provide the opportunity to learn from the best in the business and enable strong contributions to the firm.<h2 class="jobSectionHeader">
Division</h2>
The Client Group is responsible for strengthening and growing our prospect, client, and consultant relationships around the world. Wellington Management serves an extremely diverse mix of institutional investors located in over 50 countries. Our clients include public funds, central banks, insurance entities, endowments, foundations, mutual fund sponsors, retirement plan sponsors &mdash; both defined benefit and defined contribution &mdash; and many other types of institutions. We view business development and relationship management as a point of differentiation among our peers. Our experienced professionals are typically specialized by client type and geography. In carrying out their respective functions, they will take into consideration local nuances and channel differences to ensure a thorough understanding of the unique needs of prospects and clients by being proactive, forward-thinking, and effective communicators.<h2 class="jobSectionHeader">
Responsibilities</h2><ul><li>
Commanding a thorough knowledge of our business, coupled with the interpersonal skills to deal effectively with institutional clients and consultants, the RA will work closely with all members of the Middle East team, as well as many other functional areas of the firm, on a portfolio of assigned accounts in the ME region. He/she will conduct analysis of client portfolios, initiate investigations, respond to inquiries on a wide variety of topics, and perform other tasks as appropriate. The RA will coordinate prospect reporting, presentations, account maintenance, and ad hoc requests.</li></ul>
Principal responsibilities will include:<ul><li>
Driving the preparation of high impact presentations of standard and/or customized client and prospect presentation materials, briefing books and collateral materials as well as meeting notes if in attendance and follow ups required for external meetings,</li><li>
Participating in client, consultant and prospect meetings and conference calls as appropriate.</li><li>
Conducting analysis, initiating investigations and responding to internal and external ad-hoc inquiries on a wide variety of topics, including portfolio and product specific information, investment guidelines, market trends, regulation considerations and fees.</li><li>
Acting as a point of contact for various groups within client organisations.</li><li>
Coordinating key client communications acting as a trusted liaison between clients and internal teams.</li><li>
Supporting the local Relationship and Business Development Managers in the organisation of client roadshows and client review meetings.</li><li>
Capturing and maintaining client data in relevant internal systems.</li><li>
Qualifying and coordinating Requests for Information (RFI&rsquo;s) /Due Diligence Questionnaires (DDQ) and Requests for Proposals (RFP&rsquo;s) and working with internal teams to ensure that each one receives the proper response.</li><li>
Developing an understanding of the depth and breadth of Wellington Management&rsquo;s investment approaches and those products most relevant to the Middle East channel.</li><li>
Champion data accuracy and insight-driven reporting leveraging the DMP (Delivery Management Platform) for client reporting, updating requirements on existing accounts and creating new templates during onboarding, working in partnership with our Investec team for SMA&rsquo;s.</li><li>
Working with the CSO (Client Service Operations) team to provide responses on operational questions.</li><li>
Working alongside our internal Funds Group as needed for fund prospecting, onboarding and servicing requirements/questions.</li></ul>
Qualifications
The successful candidate is likely to:<ul><li>
Have 2-3 years of relevant client service experience, preferably gained within the Investment Management industry. Experience of working with institutional clients and consultants would be advantageous.</li><li>
Demonstrate a solid understanding of capital markets and/or investment products.</li><li>
Have a clear understanding of the Middle East market.</li><li>
Have a strong academic background. Ideally this will include progress towards a professional qualification (e.g. CFA/CAIA or equivalent).</li><li>
Demonstrate excellent verbal and written English language skills. Other languages would be advantageous.</li><li>
Be self-motivated, creative and enthusiastic.</li><li>
Be a natural collaborator who can work well in a small team.</li><li>
Strong interpersonal skills</li><li>
Please note that we are only able to respond to successful applicants.</li></ul>
As a Relationship Analyst, you&rsquo;ll gain:<ul><li>
Unparalleled exposure to global investment strategies and institutional client needs</li><li>
Hands-on experience supporting business development and relationship management in one of the firms most dynamic financial hubs</li><li>
Mentorship and collaboration with seasoned professionals across investment, operations, and client service teams</li><li>
A front-row seat to how investment decisions are communicated, structured, and supported for world-class clients</li></ul>
If you&rsquo;re driven, detail-oriented, and excited to grow in a fast-paced, global environment&mdash;we&rsquo;d love to hear from you.
Not sure you meet 100% of our qualifications? That&rsquo;s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.</div>

Relationship Analyst - Dubai

VyStar Credit Union

<div>At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week.
We encourage you to become a part of VyStar Credit Union's family of employees.<ul><li>SELECTION PROCESS:</li></ul>
As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months.
ACCOUNTABILITY STATEMENT 
 
The Relationship Specialist's responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship-building position must be able to describe VyStar Credit Union&rsquo;s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals.
ESSENTIAL RESPONSIBILITIES<ul><li>
Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively.</li><li>
Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs.</li><li>
Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately.</li><li>
Handle personal and business account transactions, open accounts, and process various types of loan applications.</li><li>
Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance.</li><li>
Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes.</li><li>
Support and participate in all Credit Union initiatives and campaigns.</li><li>
Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines.</li><li>
Work with relative independence to accomplish tasks.</li><li>
Exhibit a high degree of integrity, trustworthiness, and professionalism always.</li><li>
Exude a positive and professional attitude with members and partners consistently.</li><li>
Resolve member problems independently, seeking to find ways to a &ldquo;yes&rdquo; whenever possible, and escalating more complex concerns.</li><li>
Embrace VyStar&rsquo;s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments.</li><li>
Actively lead by example through community service supporting the VyStar brand.</li><li>
Utilize excellent verbal and written communication skills.</li><li>
Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service.</li><li>
Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union&rsquo;s products and services, resulting in booked sales.</li><li>
Address and overcome objections effectively while educating members about the wide array of offerings available.</li><li>
Perform other duties as assigned.</li><li>
All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance.</li></ul>
JOB QUALIFICATIONS
EDUCATION<ul><li>
High School Diploma/GED is required.</li><li>
Associate&rsquo;s degree is preferred.</li></ul>
EXPERIENCE<ul><li>
Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution.</li></ul>
KNOWLEDGE, SKILLS &amp; ABILITIES<ul><li>
Ability to process accurate transactions and requests.</li><li>
Must possess and utilize excellent listening skills, verbal, and written communications skills.
</li><li>Proficient in the use of the Internet and Microsoft Office.</li><li>
Must have an outgoing personality and a strong desire to help people.</li><li>
Must be professional in appearance and attitude.</li><li>
Must be able to handle many tasks in a fast-paced environment.</li><li>
Must possess strong critical thinking and decision-making abilities.</li><li>
Strong communication skills and a genuine passion for sales are essential for success in this role.</li><li>
May stand throughout entire shift in order to assist members or other staff.</li></ul>
DISCLAIMERS AND WORK ENVIRONMENT
Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management.
The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects.
ADDITIONAL JOB DESCRIPTION
Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job.<ul><li>
Focus Focus your full attention by carefully listening to and observing your client or member.</li><li>
Connect Consistently be friendly and approachable. Demonstrate you care.</li><li>
Understand Listen empathetically and ask questions. (70%/30%)</li><li>
Counsel Recommend solutions based on your client&rsquo;s or member&rsquo;s needs and objectives.</li><li>
Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action.</li></ul>
VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union.
No placement fee will be paid if a candidate is hired as a result of the referral, or through other means.
Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members.
Thank you again for your interest in this position!
VyStar Credit Union Human Resources</div>

Relationship Specialist

<div>At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week.
We encourage you to become a part of VyStar Credit Union's family of employees.<ul><li>SELECTION PROCESS:</li></ul>
As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months.
ACCOUNTABILITY STATEMENT 
 
The Relationship Specialist I responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship building position must be able to describe VyStar Credit Union&rsquo;s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals.
ESSENTIAL RESPONSIBILITIES<ul><li>
Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively.</li><li>
Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs.</li><li>
Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately.</li><li>
Handle personal and business account transactions, open accounts, and process various types of loan applications.</li><li>
Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance.</li><li>
Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes.</li><li>
Support and participate in all Credit Union initiatives and campaigns.</li><li>
Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines.</li><li>
Work with relative independence to accomplish tasks.</li><li>
Exhibit a high degree of integrity, trustworthiness, and professionalism always.</li><li>
Exude a positive and professional attitude with members and partners consistently.</li><li>
Resolve member problems independently, seeking to find ways to a &ldquo;yes&rdquo; whenever possible, and escalating more complex concerns.</li><li>
Embrace VyStar&rsquo;s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments.</li><li>
Actively lead by example through community service supporting the VyStar brand.</li><li>
Utilize excellent verbal and written communication skills.</li><li>
Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service.</li><li>
Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union&rsquo;s products and services, resulting in booked sales.</li><li>
Address and overcome objections effectively while educating members about the wide array of offerings available.</li><li>
Perform other duties as assigned.</li><li>
All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance.</li></ul>
JOB QUALIFICATIONS
EDUCATION<ul><li>
High School Diploma/GED is required.</li><li>
Associate&rsquo;s degree is preferred.</li></ul>
EXPERIENCE<ul><li>
Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution.</li></ul>
KNOWLEDGE, SKILLS &amp; ABILITIES<ul><li>
Ability to process accurate transactions and requests.</li><li>
Must possess and utilize excellent listening skills, verbal, and written communications skills.
</li><li>Proficient in the use of the Internet and Microsoft Office.</li><li>
Must have an outgoing personality and a strong desire to help people.</li><li>
Must be professional in appearance and attitude.</li><li>
Must be able to handle many tasks in a fast-paced environment.</li><li>
Must possess strong critical thinking and decision-making abilities.</li><li>
Strong communication skills and a genuine passion for sales are essential for success in this role.</li><li>
May stand throughout entire shift in order to assist members or other staff.</li></ul>
DISCLAIMERS AND WORK ENVIRONMENT
Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management.
The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects.
ADDITIONAL JOB DESCRIPTION
Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job.<ul><li>
Focus Focus your full attention by carefully listening to and observing your client or member.</li><li>
Connect Consistently be friendly and approachable. Demonstrate you care.</li><li>
Understand Listen empathetically and ask questions. (70%/30%)</li><li>
Counsel Recommend solutions based on your client&rsquo;s or member&rsquo;s needs and objectives.</li><li>
Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action.</li></ul>
VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union.
No placement fee will be paid if a candidate is hired as a result of the referral, or through other means.
Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members.
Thank you again for your interest in this position!
VyStar Credit Union Human Resources</div>

Relationship Specialist I

Early Approve Commercial Broker

Job Description:We are seeking a dynamic and goal-driven Relationship Officer to promote and sell the company&rsquo;s banking products to potential customers. The ideal candidate will possess strong communication skills, a customer-centric mindset, and the ability to meet monthly sales targets in a competitive market.Key Responsibilities:<ul><li>Promote and sell banking products to prospective clients through field visits, referrals, and outbound calls.</li><li>Build and maintain strong, long-term customer relationships to enhance product reach and customer loyalty.</li><li>Handle customer inquiries effectively, provide clear product explanations, and assist with documentation and application processing.</li><li>Maintain a robust sales pipeline, prepare daily sales activity reports, and collaborate with team leaders to achieve individual and team targets.</li><li>Demonstrate proactive attitude, persuasive selling techniques, and exceptional customer service at all times.</li><li>Stay updated on product features, promotions, and competitor offerings to position products effectively.</li></ul>Qualifications &amp; Skills:<ul><li>Any Bachelor&rsquo;s Degree.</li><li>Fluent in English (additional languages are an advantage).</li><li>Strong communication, negotiation, and customer-handling skills.</li><li>Freshers with a passion for sales are welcome to apply.</li></ul>Job Types: Full-time, PermanentPay: AED3,000.00 - AED5,000.00 per monthWork Location: In person

Search 7589+ Relationship advisor jobs near you this April. New roles added regularly across leading industries. Apply today.

7589 relationship advisor jobs Near Me

Relationship Advisor 2 - Trust Services Group

Relationship Officer

Relationship Analyst - Dubai

Relationship Specialist

Relationship Specialist I

Relationship Officer

Relationship Specialist I