Member Service Representative II

工作 ID 10093270 地點安那罕, 加利福尼亚州, 美國 有意工作的公司 Partners Federal Credit Union 日期已公佈 Nov. 04, 2024

申請

工作概要:

Disclaimer:

Please note that Partners Federal Credit Union may not have any open roles at the moment. By applying to this role, you are submitting your interest for future opportunities. This means that you may be contacted by a recruiter to discuss current and/or future opportunities with Partners Federal Credit Union. We appreciate your interest and look forward to potentially working with you in the future.

This position is a “front line” representative for Partners Federal Credit Union whose main responsibility is to interact and develop long term profitable relationships with our Members by determining their financial needs and presenting and offering the best financial solution. Works within the sales and support teams for the achievement of Member satisfaction, revenue generation, and long-term account goals in line with company vision and values. In addition, the Member Service Representative is responsible for interaction with Members face-to-face and by telephone, providing friendly, efficient, quality service and accurate information. Follows all Credit Union policies and procedures.

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.
Use Objective Based Selling with all Members.
Outbound calling for Member Service and Sales, following the 2/2/2 program.
Processes new Memberships by opening accounts and new service requests such as additional share accounts, savings services, checking, money market, certificates, IRAs, referrals, etc.
Proficient knowledge of branch and PFCU business processes to anticipate potential issues and effectively communicate to your manager any and all problems that may arise.
Assumes ownership and responsibility in all areas of your role, including assigned task and projects
Ensures that all Members' needs are met and commitments to them are kept; every member every time, while providing "5 Star Member Service", every time.
Assists the department by completing projects and reports related to the department; provides suggestions to streamline department and credit union operations.
Processes account/loan documents from start to finish and meets or exceeds quality control standards as outlined in the policy, including CIP,OFAC, Chexsystems, etc.
Maintains a high degree of flexibility in support of branch needs.
Performs other related duties as assigned or requested.

Education Level: High School or GED (Required)

Years of Relevant Work Experience: 1+ Years

Language Skills: Spanish (preferred)

Certifications

NMLS Certification (Preferred)

Required Skills

Ability to use a personal computer and related software applications including Microsoft Outlook.
One year 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 Skills
Bachelor Degree

Experience with Episys

Experience with Springboard

Experience with Verafin

The pay rate for this role in California is $24.00 - $33.98 per hour. Select benefits may be provided as part of the compensation package, such as medical, financial, and/or other benefits. To learn more about our benefits visit: https://secure-web.cisco.com/16ffu-IABXYhPShOppAn2i6WDVykiJoWDonBUXN3ueIxAOiscrff7I2kw6_9oqxdzcvL9EbdKgx8aGqMK1k0XreEykNTQYmbmAoz_gW8yiuoh1Y2DCBAszniKVj6uEfqj4_N-rQoIMlSVo7dcSYPD-KEFGi5lYoLHefok7zvfjRayIlL9l2-0LK0oXZymbyGFTWzMKFuTqrYtILLQL7Y-xMw1oOrPjq9-yNHeLNSx8oJy3mx0Fs8q4Yq6Y04LrkiPaZ8ksIOgh35H50mXAavSJsD-qJbjSiF2nkDD-CL8uqj1arY0LnX5otXH1yuE27WUgHrbMzUf8jQPUCT2mkXZTGr355yKMtC4xPYkxnU27f180hgvKbq-eb7qPJcpox0O/https%3A%2F%2Fjobs.disneycareers.com%2Fbenefits

申請

關於Partners Federal Credit Union:

超過 50 年，Partners Federal Credit Union 向我們超過 125,000 名會員履行了 Partners Difference ，提供最高水平的服務、價值、造訪以及便利。加上，您在最大銀行會發現的各種金融產品，包括儲蓄、支票、貸款、財富管理和最新的創新賬戶存取。並且始終以獨家的方式連接 The Walt Disney Company 確保銀行業的質量水平。Partners 確實是為演藝人員提供服務的員工，建立與其他金融機構無法匹配的真正聯繫與服務承諾。加入並探索 Partners，我們永久尊重會員資格 — 因為會員可以在每個階段有信心地依靠我們。因為我們與 The Walt Disney Company 的關係緊密，在 Partners 工作的每個人也是 Disney 演藝人員／員工。

關於 The Walt Disney Company:

Walt Disney Company 連同其子公司和聯營公司，是領先的多元化國際家庭娛樂和媒體企業，其業務主要涉及三個範疇：Disney Entertainment、ESPN 及 Disney Experiences。Disney 在 1920 年代的起步之初，只是一間卡通工作室，至今已成為娛樂界的翹楚，並昂然堅守傳承，繼續為家庭中每位成員創造世界一流的故事與體驗。Disney 的故事、人物與體驗傳遍世界每個角落，深入人心。我們在 40 多個國家/地區營運業務，僱員及演藝人員攜手協力，創造全球和當地人們都珍愛的娛樂體驗。

這個職位隸屬於 Walt Disney Parks and Resorts U.S., Inc.，其所屬的業務部門是 Partners Federal Credit Union。

Walt Disney Parks and Resorts U.S., Inc. 是提供平等就業機會的僱主。求職者都會獲得聘僱考量的機會，不分種族、宗教、膚色、生理性別、性傾向、社會性別、性別認同、性別表達、原國籍、血統、年齡、婚姻狀態、軍人或退伍軍人身份、醫療狀況、遺傳資訊或殘疾狀況、或者聯邦、州級或地方法律所禁止的其他任何基本特徵。Disney 提倡讓所有人的想法和決策都有助我們發展、創新、創造最好故事的商業環境，並與瞬息萬變的世界息息相關。

就業申請的殘疾便利安排

The Walt Disney Company 及其聯營公司是推動平等就業機會的僱主，歡迎所有求職者，包括殘疾人士及殘疾退伍軍人。如你是殘疾人士，並需要合理便利安排以搜尋職位空缺或申請職位，請將要求發送至Candidate.Accommodations@Disney.com。本電郵地址不擬用於一般僱傭查詢或通訊。我們只會回應與網上申請系統殘疾人士無障礙功能相關的要求。

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