Member Consultant I

Job ID 10100370 Location Lake Buena Vista, Florida, United States Business Partners Federal Credit Union Date posted Sep. 06, 2024

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Because our employees and cast members are at the heart of everything we do, Disney offers a competitive total rewards package that includes pay, health and savings benefits, time-off programs, educational opportunities and more.

*Benefits and eligibility may vary by business and location

HEALTH INSURANCE & WELLBEING
CHILDCARE OPTIONS
PAID TIME OFF
RETIREMENT PROGRAMS
TUITION ASSISTANCE
WEEKLY PAY

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"I didn't think it was possible that something I did for fun - telling sports stories through stats - could become my job until I came here."

Ana, Sr. Researcher, ESPN

Job Summary:

This position performs all the functions of branch operations and sales, including consumer lending, new accounts, front- desk and teller services. He/she is responsible for balancing each day’s transactions, verifies cash totals and other cash function related to the members requests. He/she will actively promote and cross-sell. Partners’ products and services. The Member Consultant must display a welcoming and positive demeanor at all times with the membership and co-workers while maintaining professional and ethical service standards set by Partners.

Responsibilities :

Builds trust, values others, communicates effectively, drives execution, fosters innovation, focuses on the Member, collaborates with others, solves problems creatively and demonstrates high integrity.
Responsible for identifying and building a network of Member contacts through qualified leads, referrals, telephone canvassing and face to face interaction with the purpose of creating financial opportunities.
Proven ability to achieve and maintain individual sales targets
Use Objective Based Selling with all Members.
Originate and processes consumer loans, from start to finish, meeting all quality control standards as outlines in policy.
Ensures that all teller functions are correctly performed and are in accordance with established policies and procedures. Ensures that all security procedures are followed.
Performs teller paying and receiving functions as required. Receives share deposits and loan payments. Prepares proper receipts.
Balances cash drawer daily (when used)
Supports the credit union's objective and promotions by encouraging the use of multiple products and services to meet the Member's financial needs.
Has thorough knowledge of the consumer loan process and utilizes lending authority to approve or deny loans within assigned authority level.
Subject matter expert level of product knowledge to communicate features and benefits of all Credit Union products and services. Educate Members on how to become financially responsible.
Assumes ownership and responsibility in all areas of your role, including assigned task and projects.
Processes new Memberships by opening accounts and new service requests such as additional share accounts, savings services, checking, money market, certificates, IRAs, referrals, etc., meeting all quality control standards as outlines in policy ( CIP, OFAC, Chexsystems). Ensure compliance with the 2/2/2 Program.
Ensures that all Members' needs are met and commitments to them are kept; every member every time.
Assists the department by completing projects and reports related to the department; provides suggestions to streamline department and credit union operations.
Be knowledgeable of branch and PFCU business processes to anticipate potential issues and effectively communicate to your manager any and all problems that may arise.

Basic Qualifications :

Two years financial and sales experience is required.
Excellent member service and conflict resolution skills
Effective sales skills
Strong problem-solving skills
Clear and open communication skills
Flexible; easily adapts to change
Strong time-management skills & ability to multi-task
Responsible; takes initiative and works independently
Strong teamwork skills

Preferred Qualifications :

Language Skills: Spanish (preferred)
FL Notary (preferred)
Medallion Certification (preferred)
Synapsys (preferred)
Episys (preferred)

Required Education :

High School Diploma or GED

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About Partners Federal Credit Union:

For more than 50 years, Partners Federal Credit Union has delivered The Partners Difference to our more than 175,000 members, with the highest levels of service, value, access and convenience. Plus, a full array of financial products you’ll find at the biggest banks, including savings, checking, loans, wealth management and the latest in innovative account access. And always with an exclusive connection to The Walt Disney Company that ensures a level of quality unsurpassed in banking. Named one of the 2019 “Best Credit Unions to Work For” by Credit Union Journal, Partners is truly Cast Members serving Cast Members, creating a genuine bond and commitment to service that no other financial institution can match. Join and discover that at Partners, we honor membership for life — because members can confidently rely on us at every stage of it. And because of our connection to The Walt Disney Company, every person who works for Partners is also a Disney Cast Member/employee.

About The Walt Disney Company:

The Walt Disney Company, together with its subsidiaries and affiliates, is a leading diversified international family entertainment and media enterprise that includes three core business segments: Disney Entertainment, ESPN, and Disney Experiences. From humble beginnings as a cartoon studio in the 1920s to its preeminent name in the entertainment industry today, Disney proudly continues its legacy of creating world-class stories and experiences for every member of the family. Disney’s stories, characters and experiences reach consumers and guests from every corner of the globe. With operations in more than 40 countries, our employees and cast members work together to create entertainment experiences that are both universally and locally cherished.

This position is with Walt Disney Parks and Resorts U.S., Inc., which is part of a business we call Partners Federal Credit Union.

Walt Disney Parks and Resorts U.S., Inc. is an equal opportunity employer. Applicants will receive consideration for employment without regard to race, religion, color, sex, sexual orientation, gender, gender identity, gender expression, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information or disability, or any other basis prohibited by federal, state or local law. Disney champions a business environment where ideas and decisions from all people help us grow, innovate, create the best stories and be relevant in a constantly evolving world.

DISABILITY ACCOMMODATION FOR EMPLOYMENT APPLICATIONS

The Walt Disney Company and its Affiliated Companies are Equal Employment Opportunity employers and welcome all job seekers including individuals with disabilities and veterans with disabilities. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email Candidate.Accommodations@Disney.com with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.

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Explore this Location Lake Buena Vista, FL

Lake Buena Vista is home to the Disney Springs retail, dining and entertainment complex, Disney’s Typhoon Lagoon Water Park, Disney’s Lake Buena Vista Golf Course and several resort hotels are located with the City limits.