Jeffrey Young
Strategic Finance Professional | Building Client Trust | Driving Results and Growth
- Role
- Relationship Specialist at VyStar Credit Union
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Jeffrey Young
Strategic. Trusted. Results-driven. I am a finance professional with a proven…
Experience
Relationship Specialist
Nov 2024 — Present · Smyrna, GA, US
Used 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. • Identified member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs. • Understood and positioned consumer and business deposit, credit, insurance, and investment solutions appropriately. • Handled personal and business account transactions, open accounts, and process various types of loan applications. • Explained basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance. • Provided additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes.
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