
Member Experience Professional I - Branch
Detalles del empleo:
The Member Experience Professional I provides’ excellent, professional service to Members, using consultative sales techniques to build loyalty and cross-sell Credit Union services. As a key representative of Partners Federal Credit Union, they develop long-term relationships with Members by identifying financial needs and offering suitable solutions. The role involves performing all teller functions, resolving complex problems, balancing daily totals, overseeing balancing, processing transactions, ensuring smooth flow and adequate coverage of the teller line, and maintaining professional service standards.
Additional responsibilities include managing member accounts, ensuring accurate and up-to-date records, handling deposits, withdrawals, and other financial transactions efficiently and accurately. The Member Experience Professional I assists in the processing of loan applications by gathering necessary documentation and conducting initial reviews. They support the sales team in promoting credit union products and services, such as credit cards, mortgages, and savings accounts. Compliance with regulatory requirements and internal policies is critical, as is identifying and reporting any suspicious activities. The role also involves administrative tasks such as managing paperwork, filing, and data entry to ensure smooth operations. Effective member relationship management is key, building and maintaining relationships with Members to understand their financial needs and provide appropriate solutions. Finally, they work closely with senior Credit Union staff and other team members to support overall branch or department goals.
Job Responsibilities:
Efficient Teller Operations:
· Ensure all teller functions comply with policies and security standards.
· Maintain professional and effective teller operations, including balancing and securing funds.
· Monitor cash levels, maintain inventory of negotiable items, and manage cash dispense machines
Member Services:
· Provide exceptional member service by meeting Members' needs promptly and professionally.
· Resolve Members’ requests, problems, and questions; offer Credit Union products and services.
· Be able to recognize when a member request should be referred to colleagues in positions of higher authority and responsibility.
· Process transactions, open new accounts, and handle consumer loans from start to finish.
Leadership and Supervision:
· Provide leadership through effective peer-to-peer coaching, delegation, and communication with support of leadership.
· Train and support Member Experience Professional I peers, ensuring optimal performance and professional growth within the Branch.
· Be able to provide glow and grow feedback regarding team performance and in support of peer growth and development.
· Handle any special projects delegated by leader.
Problem-Solving and Support:
· Address complex transactions and sensitive Member relations issues.
· Investigate and correct teller out-of-balance conditions.
· Support personnel with day-to-day operations and Member interactions.
· Effectively work the front Lobby desk, managing member wait time exceptions and handling transactions that can be handle quickly.
Product Knowledge and Cross-Selling:
· Communicate features and benefits of all Credit Union products and services.
· Educate Members on financial responsibility and promote additional products and services.
· Conduct outbound calls for Member Service and Sales, following the 2/2/2 program.
Transaction Processing:
· Perform a wide range of financial transactions, ensuring accuracy and security.
· Responsible for overrides
· Process deposits, withdrawals, transfers, payments, and check cashing.
· Balance daily transactions and verify cash totals.
· Demonstrate fundamental member engagement skills such as - greeting the member with eye contact, smiling, inquiring about their business for the day and genuinely thanking them.
Member Relationship Building:
· Build a network of Member contacts through qualified leads and referrals.
· Promote Credit Union objectives and deepen business relationships.
Quality Control and Compliance:
· Ensure all membership documents meet quality control standards.
· Maintain compliance with policies, including CIP, OFAC, and ChexSystems.
· Maintain and enhance financial business acumen through continual training and self-development.
Communication and Coordination:
· Coordinate teller Member Experience Professional I duties with related functions and communicate effectively with management.
· Provide suggestions for improved service and streamline operations.
Flexibility and Additional Duties:
· Maintain flexibility in support of branch needs.
· Complete projects and reports related to the department.
· Perform other related duties as assigned or requested.
Education Level: High School or GED (required)
Years of Relevant Work Experience: 3 to 5 years
Language Skills: Spanish (preferred)
Certifications, Licenses, Registrations, etc.:
· FL/CA Notary (specify for job location) Required
· NMLS Certification Preferred
Other Training, Technical Skills or Knowledge
Ability to use a personal computer and related software applications including Microsoft Outlook. Preferred
Experience using Episys Preferred
Experience using Springboard Preferred
Experience using Verafin Preferred
Type Abilities and Behaviors below:
· Excellent member service and conflict resolution skills
· Effective sales skills
· Strong problem-solving and decision making skills
· Clear and open communication skills
· Flexible; easily adapts to change
· Strong time-management skills & ability to multi-task
· Organized; good time manager
· Responsible; takes initiative and works independently
· Strong teamwork skills
· Two years’ experience in the financial industry and credit unions is required.
• Two years’ experience in teller cash handling and cash dispense machines is required.
• Experience in sales is preferred.
• Previous supervisory experience preferred
Business / Work Environment:
Shift work including weekends consists of hours outside of an 8 - 5 schedule to cover the hours of operation
The pay rate for this role in California is $24 to $30.69 per hour. The base pay actually offered may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience, among other factors. Select benefits may be provided as part of the compensation package, such as medical, financial, and/or other benefits, dependent on the level and position offered. To learn more about our benefits visit: https://jobs.disneycareers.com/benefits.
Acerca de Partners Federal Credit Union:
Durante más de 50 años, Partners Federal Credit Union ha brindado la diferencia Partners a nuestros más de 125 000 miembros, con los más altos niveles de servicio, valor, acceso y conveniencia. Además, encontrará una amplia gama de productos financieros en los bancos más grandes, incluido cuentas de ahorros, cuentas corrientes, préstamos, administración de patrimonio y lo último en acceso a cuentas innovadoras. Y siempre con una conexión exclusiva con The Walt Disney Company que garantiza un nivel de calidad sin igual en la banca. Partners no es otra cosa que miembros del elenco ayudando a miembros del elenco, creando un vínculo genuino y un compromiso de servicio que ninguna otra institución financiera puede igualar. Únase y descubra que en Partners, honramos la membresía de por vida, porque los miembros pueden poner su confianza en nosotros, en cada etapa del camino. Y debido a nuestra conexión con The Walt Disney Company, cada persona que trabaja para Partners también es miembro del elenco/empleado de Disney.
Acerca de The Walt Disney Company:
The Walt Disney Company, junto con sus subsidiarias y afiliadas, es una empresa internacional diversificada líder en entretenimiento familiar y medios de comunicación que incluye tres segmentos comerciales principales: Disney Entertainment, ESPN y Disney Experiences. Desde sus humildes comienzos como estudio de dibujos animados en la década de 1920 hasta su reconocido nombre en la industria del entretenimiento en la actualidad, Disney continúa con orgullo su legado de crear historias y experiencias de clase mundial para toda la familia. Las historias, los personajes y las experiencias de Disney llegan a consumidores e invitados de todos los rincones del mundo. Con operaciones en más de 40 países, nuestros empleados y miembros del elenco trabajan juntos para crear experiencias de entretenimiento que sean apreciadas a nivel local y global.
Este puesto es en Walt Disney Parks and Resorts U.S., Inc., que forma parte de una empresa comercial que denominamos Partners Federal Credit Union.
Walt Disney Parks and Resorts U.S., Inc. es un empleador que ofrece igualdad de oportunidades. Los solicitantes recibirán consideración para el empleo independientemente de su raza, religión, color, sexo, orientación sexual, género, identidad de género, expresión de género, nacionalidad, ascendencia, edad, estado civil, condición de militar o veterano, afección médica, información genética o discapacidad, o cualquier otro fundamento prohibido por la ley federal, estatal o local. Disney defiende un entorno empresarial donde las ideas y decisiones de todas las personas nos ayudan a crecer, innovar, crear las mejores historias y ser relevantes en un mundo en constante evolución.
ADAPTACIÓN POR DISCAPACIDAD PARA SOLICITUDES DE EMPLEO
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, visit the Disney candidate disability accommodations FAQs. 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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