Part-Time

Sales Associate 2

Posted on 5/9/2026

VyStar Credit Union

VyStar Credit Union

1,001-5,000 employees

Member-owned financial institution providing mortgages

No salary listed

Jacksonville, FL, USA

In Person

Category
Finance & Banking (1)
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
Requirements
  • AA degree preferred and/or 3 years of Financial Services experience. Relevant coursework or FINRA licenses may be considered in lieu of industry experience or degree status.
  • Internal candidates - AA degree preferred and/or 3 years of Financial Services experience and have achieved a level of Relationship Specialist II or higher. Relevant coursework or FINRA licenses may be considered in lieu of Financial Services experience.
  • If not already licensed, the candidate must obtain the SIE and Series 7 license within 7 months of employment.
  • After obtaining the Series 7, you must obtain the Series 65/66 by month 12.
  • An additional 4 months will be given after the FINRA licenses have been obtained to get the FL Insurance License 214/215.
  • If all required licenses have not been obtained within 16 months of employment, the employee is subject to disciplinary action, including termination.
  • Knowledge of IRAs and IRA Characteristics.
  • Highly organized self-starter with the ability to work independently.
  • Proficient in use of office equipment, including Microsoft Word, Excel, Outlook.
  • Must be comfortable providing limited investment advice.
  • Ability to conceptualize, research, and implement a project or plan.
  • Ability to communicate verbally and in writing to members, product sponsors, Financial Advisors and relevant staff persons, interpret and respond clearly and effectively to spoken requests over the phone or in person, and to verbal or written instructions.
  • Demonstrated ability to: Identify, research and solve problems quickly.
  • Interact with co-workers, dealers and customers in a highly professional manner; listen effectively, learn quickly and organize work.
  • Work with minimal supervision; Shift quickly to new tasks when priorities change; Coordinate multiple tasks concurrently and with efficiency; Conceptualize, research and implement a project or plan.
Responsibilities
  • Create, implement, and track outbound call campaigns as assigned.
  • Meets or exceeds established score card goals, and/or Service Level Agreements.
  • Resolves problems using industry experience, critical thinking and risk analysis. Relied upon for good judgment and operational expertise.
  • Gains product knowledge and provides operational expertise to clients and financial advisors with ability to provide advice where appropriate
  • Achieves quality servicing metrics while embracing a continuous improvement philosophy.
  • Receives and makes an average of 40 inbound and outbound phone calls per day.
  • Performs financial transactions and securities trades with accuracy and timeliness.
  • Processes paperwork, reviews for accuracy and completeness before submission, and images all documents into file. Monitors and handles alerts and reports all suitability, compliance, or paperwork deficiencies. Follows up with representative, member client, or broker/dealer to obtain necessary documentation.
  • Pre-qualifies leads and set appointments. Schedules interview and/or annual review appointments for representatives. Maintains referral database with acceptable level in open queue. Contacts referrals within established turnaround standards, tracks referral progress, enters notes, and provides feedback to referrer and Financial Advisor where necessary.
  • Executing sales campaigns including generating lists and pre-sale appointment setting using scripting language with a basic knowledge of investment products.
  • Cultivates strong working relationship with credit union staff and members.
  • Complies with all applicable VyStar, FINRA, SEC, State of Florida and broker/dealer laws, regulations, policies and guidelines. Conducts business according to high standards of honesty, fairness, and integrity.
  • Prepares and assists in the preparation of marketing promotions, sales proposals, seminars, newsletters, account reviews. Ensures compliance procedures are followed in such preparation and dissemination of marketing and sales material.
  • Uses educational resources offered through credit union and broker/dealer to develop knowledge base, including but not limited to, formalized training programs.
  • Performs other duties as assigned.
  • 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.
  • Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job.
  • Focus, Connect, Understand, Counsel, Advance

VyStar Credit Union provides financial services such as savings and checking accounts, loans, mortgages, credit cards, and investment options for its members. It is a member-owned cooperative serving people who live or work in Central to North Florida, parts of Georgia, and military members and their families worldwide. Members access services through branches, online and mobile banking, and a variety of loan products including auto, home, and personal loans, with VyStar being a leading mortgage lender in Northeast Florida. VyStar funds loans by pooling members’ deposits, earns income from interest and fees, and uses its structure to offer competitive rates and lower fees while supporting community programs and financial education. Its goal is to help members reach their financial goals and strengthen the communities it serves.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Jacksonville, Florida

Founded

1952

Simplify Jobs

Simplify's Take

What believers are saying

  • Savings Challenge saves $5M for 31,000 participants in Jacksonville, Orlando, Atlanta.
  • Financial Fitness initiative builds member emergency savings amid rising consumer debt.
  • Lysa Barbano loaned as Museum Executive Director strengthens Jacksonville community ties.

What critics are saying

  • Diebold Nixdorf dependency causes downtime if vendor fails within 12-24 months.
  • SNAP lapse cuts 50% revenue at Corner at Debs Store, collapsing hub in 12-18 months.
  • Digital shift erodes ATM network as members prefer apps in 24-36 months.

What makes VyStar Credit Union unique

  • VyStar upgrades 200+ ATMs with Diebold Nixdorf DN Series cash recycling and AI analytics.
  • VyStar invests in Nuuvia CUSO for youth banking solutions with $4M alongside Desert Financial.
  • VyStar revives Corner at Debs Store as community hub for food, jobs, and financial services.

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People at VyStar Credit Union who can refer or advise you

Benefits

401(k) Retirement Plan

Company News

The Business Journals
Apr 2nd, 2026
Lindsey Callinsky.

Lindsey Callinsky. Company: VyStar Credit Union Lindsey Callinsky's social: Lindsey Callinsky, hired at VyStar Credit Union. Publish Date: April 2nd, 2026 VyStar Credit Union announced the appointment of Lindsey Callinsky as Vice President of Sponsorships. Lindsey oversees the strategy, development, and activation of VyStar's sponsorship portfolio as a core component of the organization's marketing and brand strategy throughout Florida and Georgia. Lindsey works closely with executive leadership and cross functional teams to align sponsorship investments with brand positioning, enterprise marketing priorities, and the member experience. More People to know in VyStar Credit Union. More People to know in Jacksonville. * Leaders in Banking James Cuthbert James Cuthbert Paysafe James Cuthbert is an accomplished marketing leader with nearly 20 years of experience guiding global brands, driving commercial growth, and building culturally resonant marketing strategies. He recently joined Paysafe as SVP, Head of Global Merchant Marketing, where he leads glo... View Profile * Jeremy Ches Jeremy Ches Holland & Knight LLP Jeremy Ches focuses his practice on healthcare litigation, complex commercial disputes and asset recovery. Mr. Ches most recently served as senior counsel at Florida Blue, a subsidiary of GuideWell Mutual Holding Corporation, where he managed high-risk litigation as a leader of... View Profile * Paid Listings Submit People on the Move Share hiring announcements, employee promotions and milestones with the business community. Get Started Women's History Month Amber King Amber King Mattamy Homes - Jacksonville With over 20 years in homebuilding, Amber is a results-driven leader known for delivering transformative results. Since joining Mattamy Homes in 2018 as VP of Marketing, she redefined Marketing and Customer Care, elevating performance beyond stretch goals. Now Vice President of... View Profile * Women's History Month Melissa Circelli Melissa Circelli Fidelity National Financial Melissa Circelli has been named Chair of the Board of Directors for The DONNA Foundation, a Jacksonville nonprofit supporting individuals and families living with breast cancer. Circelli is Chief Human Resources Officer at Fidelity National Financial, where she leads global peop... View Profile * Women's History Month Maria McDaniels Maria McDaniels Florida Capital Bank Maria is a banking professional with 25+ years of experience in retail banking, treasury management, customer experience, and M&A. As Managing Director of Specialty Banking at Florida Capital Bank, she has grown the specialty banking division through fintech and payments partner... View Profile

Candid
Mar 12th, 2026
Building a resilient neighborhood through community hubs

Building a resilient neighborhood through community hubs. Discover how a community hub like The Corner at Debs Store in Jacksonville, Florida, builds neighborhood resilience, supports families, and drives long-term economic stability. The Corner at Debs Store in Jacksonville's Historic Eastside neighborhood is the kind of place communities work hard to build. It's a neighborhood grocery with fresh food and familiar faces, but it's also a place where people come for job-seeking support, financial services, and connection. And it's community hubs like these that become as essential as ever to local residents but are also directly impacted when the safety net begins to fray. Building a community hub takes time, planning, and a larger strategy. The Corner at Debs Store had been a family business until it had to close in 2011, and for years, the Eastside lived with the reality of a food desert. Families had to travel long distances, if they had access to transportation at all, to buy fresh food. When LIFT JAX partnered with Goodwill Industries of North Florida, Historic Eastside Community Development Corporation, and VyStar Credit Union to bring The Corner at Debs Store back as a part of a neighborhood revitalization plan, it was designed as a community hub, not just a grocery store. Community hubs like The Corner at Debs Store take years of planning and partnership and are built as part of a larger strategy to create opportunity in a neighborhood. Residents emphasized the need to end the food desert. Promethean Fundraising wanted the new store to be a place families could rely on today while advancing community transformation and economic mobility over time. The goal was for families to have consistent access to healthy food, career development opportunities, and financial wellness education in their neighborhood. A fraying safety net impacts both families and the community hub they rely on. For millions of families who rely on Supplemental Nutrition Assistance Program (SNAP) benefits, the lapse in funding that occurred in fall 2025 meant not knowing how they would put food on the table. Families told me plainly that without SNAP payments, they did not know how they would feed their family that month. Many shared how much they depend on that benefit and how Debs had become their primary place to shop. What I heard from these families went beyond financial strain. The disruption hit people's sense of dignity and self-agency. Families who had regained ownership over how they fed themselves suddenly felt that power slipping away. Some feared returning to food pantries or giveaways after months or years of not needing them. Losing SNAP did not just change what was on the table. It set families back in their well-earned progress. For neighborhood businesses that rely on SNAP like The Corner at Debs Store, it meant a significant negative impact to monthly revenue - and the impact was immediate. SNAP accounts for nearly 50% of its monthly revenue. It is a social enterprise, but it is still a business; the math does not work differently because the mission matters. Payroll does not stop. Rent still comes due. Suppliers still need to be paid. Losing almost half of its revenue overnight presented these new challenges, especially when no one knew how long the disruption would last. If a community anchor like The Corner at Debs Store closes due to financial failure, it's not just a grocery store shutting its doors. It's also a job center, a place to access services, and a gathering space the neighborhood relies on. Funders can support community hubs in moments of instability. During the SNAP disruption, philanthropic partners stepped up in different but complementary ways. National funders like the Bainum Family Foundation provided critical support to help stabilize the work. Local funders provided dollars that enabled The Corner at Debs Store to distribute gift cards to replace SNAP benefits temporarily. That support helped the store stay open and allowed families to continue shopping with dignity in their own neighborhood. That experience reinforced what effective philanthropy looks like in moments of instability: It moves quickly. It trusts partners. It does not overcomplicate urgent needs. It recognizes that sometimes the most important investment is not a new program but a long-standing, community-centered enterprise itself. Organizations need good, qualified people to do this work, and they need to make payroll to do it. At LIFT JAX, its long-term goal is to create paths to prosperity for residents by building neighborhoods where fewer families need benefits like SNAP because they have greater stability and opportunity. Community hubs like The Corner at Debs Store expand opportunity and drive long-term revitalization. They become especially critical when safety nets fray and communities end up vulnerable. If Promethean Fundraising want neighborhoods like Jacksonville's Eastside to thrive, Promethean Fundraising need resources that provide stability and long-term opportunity - systems that provide access to food, health care, housing, and income support so residents can focus on advancing their communities. Philanthropy can elevate community stories, respond with urgency in moments of instability, and invest in the organizations and enterprises that make opportunity possible. Photo credit: Courtesy of LIFT JAX

Business Wire
Dec 5th, 2025
Nuuvia’s CUSO Secures $4M Investment from VyStar and Desert Financial Credit Unions

Nuuvia, formerly Incent, the leading provider of youth banking solutions for community banks and credit unions, announced today that VyStar Credit Union and ...

VyStar Credit Union
Dec 3rd, 2025
VyStar Credit Union Earns 2025 CU Times Luminaries Awards for Community Impact and Innovation in Technology

VyStar Credit Union earns 2025 CU Times Luminaries Awards for Community Impact and Innovation in Technology. Published December 3, 2025 Written by: Leigh Ann Rassler JACKSONVILLE, FL - VyStar Credit Union has been awarded two prestigious honors at the 2025 Credit Union Times Luminaries Awards, recognizing the organization's outstanding achievements in both community impact and technology innovation. The Luminaries Awards shine a national spotlight on individuals and organizations transforming the credit union industry through innovation, leadership, and community impact. VyStar Credit Union was honored with the Community Impact Luminary Award for its unwavering commitment to "Do Good" across Florida and Georgia. In 2024 alone, VyStar employees contributed over 40,000 volunteer hours and the credit union donated $7.2 million to more than 400 nonprofits, reinforcing its role as a vital community partner. Innovative programs like the VyStar Savings Challenge helped over 31,000 participants save $5.17 million, while the launch of Foster Friendly Branches provided critical support for youth aging out of care. Through Financial Fitness Reality Fairs and the VyStar Academy of Business High School Branch program, thousands of students and underserved individuals gained essential financial tools for long-term success. VyStar's impact is both measurable and deeply personal, setting a new standard for community engagement in the credit union movement. "We are deeply honored to receive the CU Times Community Impact Award, which recognizes the heart of VyStar's purpose, to Do Good for our members and the communities we serve," said Dana Karzan, VyStar Chief Marketing Officer. "This achievement is a testament to the dedication of our employees, whose passion for volunteerism and service drives meaningful change every day. Together, we're building stronger, more resilient communities and empowering individuals to thrive." VyStar Credit Union received the Innovation in Technology Luminary Award in the Technology Project or Rollout category for its transformative, people-first approach to digital modernization. Over the past year, VyStar launched a comprehensive initiative that elevated employee experience, strengthened cybersecurity, and streamlined IT operations. Key innovations included IT Connect, a centralized ServiceNow-powered support hub, and the VyTech Lounge, a walk-in IT support space that brought concierge-style service to employees. Security was enhanced through biometric authentication and enterprise-wide password management, while the Laptop Lite Bundle standardized remote work setups and reduced hardware-related support tickets by 60%. The introduction of VyChat enabled over 1,100 seamless support conversations, and phishing fail rates remained under 4%. These strategic advancements resulted in the highest member satisfaction score in VyStar history, positioning VyStar as a standout leader in technology innovation within the financial services industry. "Receiving the Innovation in Technology award is a tremendous honor and a reflection of VyStar's commitment to empowering our employees and members through thoughtful, people-first digital transformation," said Lisa Cochran, VyStar Chief Information Officer. "Our team's dedication to creating secure, intuitive, and accessible technology solutions has set a new standard for operational excellence and member experience. We're proud to lead the way in shaping the future of financial services."

VyStar Credit Union
Nov 20th, 2025
VyStar Credit Union Launches "When in Doubt, Just Reach Out." Campaign to Partner with Members for Fraud Prevention

VyStar Credit Union launches "when in Doubt, Just Reach Out." Campaign to partner with members for fraud prevention. Member Spotlights: How VyStar Helped Stop a PayPal Scam JACKSONVILLE, FL - VyStar Credit Union launches its "When in Doubt, Just Reach Out." fraud-prevention campaign during International Fraud Awareness Week. This member-focused initiative strengthens VyStar's partnership with members by giving them easy to use tools, and clear guidance to identify fraud and find help when something feels suspicious. The message is simple, direct and action-oriented. If something doesn't feel right whether it's a phone call, text message, email, online seller or payment request, members should question the situation and protect themselves by reaching out. "At VyStar, fraud prevention is something we do with our members," said VyStar EVP and COO Chad Meadows. "This campaign is built around partnership. We monitor accounts, invest in advanced fraud-prevention tools and provide education, while members play a critical role in staying alert and reaching out when something doesn't feel right. 'When in doubt, just reach out.' isn't just a tagline, it's a call to action. If you're ever unsure, we are here." The campaign highlights the shared responsibility of preventing fraud. VyStar actively monitors and protects accounts around the clock, uses industry-leading security tools and will never call, text or email members for sensitive information such as one-time passcodes, card numbers, account credentials or security answers. Members can strengthen that protection by recognizing common scam tactics, avoiding pressure-based requests and calling or visiting VyStar directly before acting. This partnership approach helps reduce losses, protect identities and keep members confident and in control of their finances. Members can test their knowledge by taking the Fraud Fighter Quiz as well as visit VyStar's Fraud Protection Hub for tips, common scam red flags, reporting steps and best practices for keeping their account secure, as well as hear the most recent VyCast episode focused on the latest scams and how to identify them. Fraud attempts occur year-round and increase during the holiday shopping season. The "When in Doubt, Just Reach Out." campaign will continue beyond International Fraud Awareness Week and the holiday season with ongoing education, digital resources, social media content and member-first support. Members who have questions or want to report suspicious activity are encouraged to contact VyStar directly at 904-777-6000.