Sr Member Experience Professional- Branch

工作 ID 10110185 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 Jan. 07, 2025

申請

工作概要:

This position serves as a key frontline leader at Partners Federal Credit Union, dedicated to building and nurturing long-term, profitable relationships with our members by understanding their financial needs and delivering the most suitable solutions. In addition to fulfilling the full range of Member Experience Professional services, including processing transactions and balancing daily cash totals, this role actively promotes and cross-sells Partners' products and services during each interaction.

As a Senior Member Experience Professional, you will take on a leadership role within the team, guiding and mentoring other Member Experience Professionals, addressing complex member inquiries, and providing support to the Member Experience Manager when needed with the potential to be trained in mortgage transactions.

The Sr member Experience Professional will embody a welcoming and positive presence for both members and colleagues, consistently upholding the professional and ethical service standards set by Partners.

Essential Responsibilities:

Member Relationship Management

· Responsible for identifying and building a network of Member contacts through qualified leads,

referrals, telephone canvassing, and face-to-face interactions. Conducts outbound calling for Member

Service and Sales.

Member Service Excellence

· Ensures that all Members' needs are met and commitments to them are kept, providing exceptional

service to every member, every time.

Financial Transactions and Services

Processes a wide range of financial transactions for credit union members, including deposits, withdrawals, transfers, payments, and check cashing.

Product and Service Promotion

· Promotes the credit union's objectives and promotions by using advisory skills and cross-selling

additional products and services to deepen business relationships and improve credit union

profitability.

Proactive Member Needs Identification

· Proactively identifies changes in members' life events and banking needs to recommend relevant

services and financial solutions to help members achieve financial success.

Loan Processing and Quality Control

· Processes consumer loans, ensuring all loan documentation meets/exceeds quality control standards.

Mentors other Member Consultants, teaching best practices.

Membership Services

· Processes new memberships by opening accounts and new service requests such as additional share

accounts, savings services, checking, money market, certificates, IRAs, etc.

Compliance and Documentation Standards

· Ensures all membership documents meet and exceed quality control standards, including CIP, OFAC,

Chexsystems, and other regulatory requirements.

Operational Support and Issue Management

· Assists the Branch Operations Manager with the Internal Verification Program and provides

suggestions to streamline department and credit union operations. Anticipates potential issues and

communicates effectively with the manager.

Technology and Digital Solutions Education

· Educates members on emerging and existing credit union technology and digital solutions, such as

mobile, online, and card services, for their convenience.

KNOWLEDGE & SKILLS

Education Level: High School or GED (required)

Years of Relevant Work Experience: 3 to 5 years

Language Skills: Spanish (preferred)

Certifications, Licenses, Registrations Required:

Medallion Signature Guarantee Certification Yes

NMLS Certification YES

FL / CA Notary Yes

Other Training, Technical Skills or Knowledge Required:

Minimum of 2 years of financial and sales experience required YES

Minimum of 1 year in a leadership role preferred YES

Minimum of 2 years’ cash handling experience required YES

Ability to use a personal computer and related software

applications including Microsoft Outlook. YES

Bachelor’s degree (Preferred) YES

Experience in Episys (Preferred) YES

Experience using Springboard (Preferred) YES

Experience using Verafin (Preferred) YES

Abilities and Behaviors:

· 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

Performance Standards

· Member Satisfaction Evaluation

· Cash balancing standards

· Quality Reviews – Loan / Memberships

· Loan Originations

· PLP Units/ Penetration Percentage

· GAP/Units / Penetration Percentage

· MBI Units / Penetration Percentage

· Wealth Management Referrals

· Partners Home Mortgage Referrals

· Auto Advisor / Autoland Referrals

· Mystery Shops

Shift work including weekends consists of hours outside of an 8 - 5 schedule to cover the hours of operation.

Training Requirements:

Basic Compliance Training Requirements

Basic NEO Training Requirements

Core System Training

Lending and New Account Platform Training

Cards Training (Springboard & Card Wizard)

PLP Training

Unity Training

Basic Underwriting Training focusing on quality loan application interviewing process & submission

Physical Demands & Environmental / Working Conditions:

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally.

The pay rate for this role in California is $25.12 to $37.67 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.

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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