Member Education & Development Advocate II

2 Months ago • 3-5 Years • Finance • Business Development • $68,640 PA - $96,240 PA

Job Summary

Job Description

The Member Education & Development Advocate II plays a crucial role in driving the Credit Union's growth and engagement strategies. This high-visibility position involves representing the Credit Union at various events, including resource fairs, expos, and new hire orientations, promoting financial well-being through workshops and personalized counseling. Key responsibilities include event planning, marketing, relationship building with Disney employees and community stakeholders, financial education, data reporting, and utilizing CRM systems. The ideal candidate will possess strong sales, communication, and relationship management skills. This role focuses on increasing brand awareness, membership growth, and long-term member loyalty within the Burbank and Glendale Disney community.
Must have:
  • Consultative sales experience
  • Relationship management skills
  • Event planning and coordination
  • Financial education expertise
  • CRM system proficiency
  • Data analysis & reporting
  • Financial Counselor Certification
Good to have:
  • Experience in affluent markets
  • Proficiency in Microsoft platforms
  • Experience with virtual meeting platforms

Job Details

Job Summary:

The Education and Development team plays a pivotal role in driving the Credit Union's growth and engagement strategies by executing targeted business development, marketing, and financial education initiatives. The ideal candidate will possess a proven track record in consultative sales, relationship management, and business development, with an ability to forge long-term strategic partnerships within our sponsor organization, The Walt Disney Company. This role will contribute to the Credit Union’s strategic objectives by promoting financial well-being through engaging events, workshops, and personalized member interactions. 

As a Member Education & Development Advocate (MEDA), this role plays an integral part in growing the Credit Union’s presence within some of the world’s most iconic entertainment organizations. This is a high-visibility, impactful role requiring the knowledge and skills to drive business growth and brand awareness in Burbank and surrounding areas, a key market for the Credit Union. The person fulfilling this role is required to operate in a dynamic, fast-paced environment and build impactful relationships that have long-lasting effects on the Credit Union’s ability to serve its members. 

This role is an excellent fit for a dynamic, self-driven individual who enjoys networking, educating, and contributing to the growth of a community-focused organization. If you are passionate about financial literacy and eager to help members achieve their financial goals while expanding a growing Credit Union in the heart The Walt Disney Company’s Burbank and Glendale Campus, we’d love to hear from you!

Principal Responsibilities:
Represent the Credit Union at Sponsor and Community Events:
•    Take charge of the marketing and day-of execution for key Partner-Sponsored Resource Fairs, and table activations, ensuring the Credit Union’s presence is impactful and engaging. You’ll interact with existing and prospective members to increase brand awareness, drive membership growth, and foster long-term loyalty. You’ll also handle logistics before and after events to ensure flawless execution.

Lead and Represent at Signature Events:
•    Serve as the Credit Union’s representative at Expos, Safety & Wellness Fairs, Cast Appreciation Activities, and other key Disney partner events. Your role is to promote Credit Union services, engage with members, and create meaningful touchpoints that drive engagement and membership growth.

Strategic Collaboration to Drive Product Awareness & Growth to Affluent Markets:
•    Collaborate with cross-functional teams, including Wealth Management and Home Mortgage, to craft tailored events and workshops designed to promote specific products and services. You will actively promote these initiatives within the market area to enhance Credit Union objectives and create a lasting impact on the members you interact with.

Elevate Relationship Building and Advocacy:
•    Establish and nurture deep relationships with key contacts within sponsor organizations and the broader community, cultivating influential advocates for the Credit Union’s brand. Your strategic networking efforts will ensure that the Credit Union is top-of-mind for both members and potential members in the Burbank/Glendale area.

Manage CRM to Track Member Engagement:
•    Utilize a CRM system to capture key data from networking visits and interactions. You will maintain up-to-date information about new contacts, locations, and future follow-up schedules to ensure no opportunity for relationship-building is missed. Timely follow-ups will be key to building lasting partnerships.

Facilitate Pathway Educational Workshops:
•    Lead engaging and informative financial education workshops aimed at increasing engagement and profitability for the Credit Union. You will educate members on financial literacy topics such as building generational wealth, and the home buying journey by providing the tools necessary to achieve financial stability and growth.

Provide 1:1 Financial Counseling Sessions:
•    Host personalized financial counseling appointments for members, assisting them with tailored solutions in areas like credit building, budgeting, debt management, and overall financial wellness. Sessions can be held in person or virtually, offering flexibility for members.

Engage New Hires and Create Awareness:
•    Represent the Credit Union at new hire orientations by delivering compelling presentations on Credit Union products, services, and membership benefits. Promote branch locations and digital platforms to ensure new employees are aware of all available offerings from day one.

Track Business Development Metrics:
•    Track and report on all business development and educational activities, using data to analyze outcomes and identify areas for future growth. Reporting should be completed promptly (within 24 hours of event activation) to maintain the accuracy of performance metrics.

Ensure High-Quality Brand Representation:
•    Collaborate with the Marketing team to maintain consistency in branding and messaging across all events. You will ensure marketing materials meet the highest standards and are delivered in a timely manner for each event.

Product Knowledge and Promotion:
•    Possess and continually enhance your understanding of the Credit Union’s full range of products and services. Use your consultative sales skills to educate and encourage both cast members and potential members to take advantage of offerings that align with their financial needs. Drive awareness and usage of digital channels and branch services.

Referral Process Management:
•    Post-event, you will ensure all leads and referrals are promptly passed to the appropriate teams, such as PRWM, PHM, and Digital Teams, for follow-up within 24-48 hours. Your attention to detail will ensure smooth transition and follow-through on opportunities.

Marketing Materials Management:
•    Work with the Marketing team to edit and update event promotional materials such as flyers and digital assets. Ensure that materials are requested in a timely manner, with all marketing communications completed well in advance (at least 1 month prior to activation).

KNOWLEDGE & SKILLS

Education Level: 
High School or GED (Required)
Bachelor’s Degree (Preferred)

Years of Relevant Work Experience:

3 to 5 years

Certifications, Licenses, Registrations, etc.:
Must have Financial Counselor Certification (may be hired without certification but will be required to become certified as a part of the job)

Other Training, Technical Skills or Knowledge:
Proficiency in Microsoft Platforms – Required
Data Analysis and Reporting such as Excel, SharePoint – Preferred
Virtual Meeting Platforms such as Teams – Preferred

Abilities and Behaviors:
•    Demonstrated experience in sales or relationship management, with the ability to engage with individuals at various levels of an organization to understand their needs and deliver tailored solutions. An entrepreneurial, self-starter mindset is essential, with the ability to work independently and strategically to drive business growth and long-term member retention.


•    Exceptional networking and relationship-building skills, with the ability to cultivate deep partnerships across diverse community and business sectors. You will be an influential figure in the Burbank/Glendale area, known for your ability to drive strategic initiatives that benefit the Credit Union.


•    Strong interpersonal and communication skills, with the ability to build rapport, foster relationships, and represent the Credit Union professionally in all interactions. Networking with key stakeholders and partners within the Burbank/Glendale Disney community is essential to success.


•    A background in financial education, financial institutions, or a related field is preferred. You must have a passion for helping others achieve financial wellness and be comfortable leading both group sessions and one-on-one counseling.


•    Excellent time management skills with the ability to juggle multiple tasks and deadlines. Ensure all event logistics, reporting, and follow-up are handled efficiently and accurately.


•    Willingness to routinely approach individuals you do not know.


•    Demonstrated history of initiative.


•    Strong verbal and written communication skills


•    Ability to stay and stand at a table/event for extended periods of time


•    Demonstrated experience in a proactive face-to-face sales environment


•    Knowledge and understanding of Credit Union products and services


•    Demonstrated follow-through skills


•    Strong verbal, interpersonal and listening skills


•    Attention to detail


•    Proven experience in business development, event facilitation, or a similar role.


•    Strong background in financial education and counseling with a deep understanding of personal finance topics.


•    Excellent presentation, facilitation, and communication skills.

Special Notations:

Skills: 
•    Consultative Sales 
•    Business development and relationship building Workshop facilitation and public speaking Financial counseling and education 
•    Event planning and coordination 
•    Marketing and promotional skills 
•    Strong interpersonal and communication skills Data analysis and reporting

Scope of the Job

Discretion/Latitude:

Follows established guidelines

Interactions:

Extensive interaction with Members and potential Members of the Credit Union. Daily interactions with internal contacts.

Business / Work Environment:

Work environment will consistently change. Events will be held at various work locations indoors and outdoors and at various times of the day and days of the week.

Training Requirements:
Compliance Training Requirements
Basic NEO Training Requirements

Physical Demands & Environmental / Working Conditions:
•    Frequent lifting of up to 25 pounds and occasional lifting of up to 50 pounds.
•    Required to stand for extended periods of time
•    Frequent outdoor shifts.
•    May be required to work nights and weekends
 

Disclaimer
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. 
 


The hiring range for this position in California is $68,640 to $96,240 annually. The base pay actually offered will take into account internal equity and also 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. To learn more about our benefits visit: https://jobs.disneycareers.com/benefits

Similar Jobs

Knuddels - Backend Development and Data Science Internship

Knuddels

Baden-Württemberg, Germany (Remote)
2 Months ago
Philips - Global Customer Experience Manager

Philips

Murrysville, Pennsylvania, United States (On-Site)
3 Weeks ago
Highspot - Salesforce Developer

Highspot

Hyderabad, Telangana, India (Hybrid)
7 Months ago
WebMD - Associate Sales Planner

WebMD

Navi Mumbai, Maharashtra, India (On-Site)
2 Months ago
DataVisor - Quality Assurance Engineer Internship

DataVisor

(Remote)
1 Month ago
Nagarro - (Senior) SAP PSM Consultant (m/f/d)

Nagarro

Germany (Remote)
7 Months ago
Corsair - Oracle Applications Business Analyst

Corsair

Milpitas, California, United States (On-Site)
2 Months ago
PwC - Starszy Konsultant / Starsza Konsultantka | Ryzyko Rynkowe

PwC

Warsaw, Masovian Voivodeship, Poland (Hybrid)
6 Months ago
PwC - EPM Consultant

PwC

Warsaw, Masovian Voivodeship, Poland (Hybrid)
7 Months ago
PwC - SAP Solution Architect EM/FI

PwC

Prague, Prague, Czechia (On-Site)
7 Months ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

PlayStation Global - Insights & Personalization Program Manager

PlayStation Global

United States (Remote)
2 Months ago
ION - Senior AI Engineer, Italy

ION

Pisa, Tuscany, Italy (On-Site)
7 Months ago
Just Play GmbH - Senior Product Manager - Activation

Just Play GmbH

(Remote)
1 Month ago
Dexerto - Senior Ad Operations Manager

Dexerto

(Remote)
3 Months ago
London stock Exchange - Sales Performance Enablement Analyst

London stock Exchange

Taguig, Metro Manila, Philippines (On-Site)
1 Month ago
Google - Senior Data Scientist, Research, Global Networking and Infrastructure

Google

Atlanta, Georgia, United States (On-Site)
1 Month ago
Life church - Senior UX Researcher

Life church

Edmond, Oklahoma, United States (On-Site)
7 Months ago
Playtika - Service Operations Group Manager

Playtika

Poland (Hybrid)
2 Months ago
Skillz - Join Skillz and Level Up Your Career!

Skillz

Las Vegas, Nevada, United States (On-Site)
1 Year ago
Riot Games - Business Operations Manager, China Studio

Riot Games

Shanghai, Shanghai, China (On-Site)
1 Month ago

Get notifed when new similar jobs are uploaded

Jobs in Burbank, California, United States

Whatnot - Director, Logistics Engineering

Whatnot

San Francisco, California, United States (On-Site)
3 Weeks ago
Epoch Games - 3D Game Animator

Epoch Games

North Carolina, United States (Remote)
2 Months ago
Activision - Senior AI Animator

Activision

Los Angeles, California, United States (On-Site)
3 Months ago
Apple - CNC Subject Matter Expert (SME)

Apple

Cupertino, California, United States (On-Site)
4 Weeks ago
Blinkhealth - Pharmacist, Entry Level (Closed Door)

Blinkhealth

Pittsburgh, Pennsylvania, United States (On-Site)
1 Month ago
Thales - Manufacturing Manager

Thales

Salt Lake City, Utah, United States (On-Site)
2 Weeks ago
HCL Tech - Senior Technical Lead - React.js

HCL Tech

Washington, United States (On-Site)
2 Weeks ago
Fairmatic - Georgia Territory Sales Manager

Fairmatic

Atlanta, Georgia, United States (Hybrid)
4 Months ago
Iron Mountain - DRIVER-CDL A

Iron Mountain

Dallas, Texas, United States (On-Site)
4 Weeks ago

Get notifed when new similar jobs are uploaded

Finance Jobs

PwC - Associate, ESG Climate & Sustainability Advisory

PwC

Bengaluru, Karnataka, India (On-Site)
2 Months ago
PwC - Manager - Managed Services Business Partner

PwC

Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia (On-Site)
7 Months ago
DNEG - Senior Manager/AVP - Capital Raise and Investor Relations

DNEG

Mumbai, Maharashtra, India (On-Site)
4 Months ago
PwC - Senior Associate - Tax IVA FS - Milano [TAX]

PwC

Milan, Lombardy, Italy (On-Site)
8 Months ago
Google - Technical Program Manager, Finance Engineering, SOX, IT Systems Audit

Google

Hyderabad, Telangana, India (On-Site)
1 Month ago
AGS - American Gaming Systems - Finance Manager

AGS - American Gaming Systems

Las Vegas, Nevada, United States (On-Site)
1 Month ago
Canva - Senior Manager, Corporate Accounting

Canva

Seattle, Washington, United States (Remote)
2 Months ago
PwC - (Senior) Manager Finance Consulting, Insurance and Pension

PwC

Amsterdam, North Holland, Netherlands (Hybrid)
8 Months ago
Krafton  - Finance Manager

Krafton

Pune, Maharashtra, India (On-Site)
2 Months ago

Get notifed when new similar jobs are uploaded

About The Company

From classic animated features and exhilarating theme park attractions to cutting edge sports coverage, and the hottest shows on television, The Walt Disney Company has been making magic since 1923, creating unforgettable stories that connect with audiences around the world. And we’re just getting started!

The key to our success…. The Cast, Crew, Imagineers and Employees who honor Disney’s rich legacy by stretching the bounds of imagination to create the never-before-seen, bringing unparalleled entertainment experiences to people of all ages. Begin a career that delivers unparalleled creative content and experiences to audiences around the world and just imagine the stories you could be part of…

What is #LifeAtDisney like? It’s a series of magical moments with cast members and employees developing and telling our stories in the most innovative ways. Whether it’s a day spent as a Disney VoluntEAR, or celebrating the release of a new interactive experience, retail product or movie, our days are filled with the knowledge that we are creating entertainment experiences the whole family can enjoy. Follow @DisneyCareers on Facebook, Twitter and Instagram for a peek behind-the-curtain, and discover how you could connect to a world of stories with Disney!

New York, New York, United States (On-Site)

New York, New York, United States (On-Site)

Burbank, California, United States (On-Site)

Celebration, Florida, United States (On-Site)

Buenos Aires, Buenos Aires, Argentina (On-Site)

Seattle, Washington, United States (On-Site)

Santa Monica, California, United States (On-Site)

Glendale, California, United States (On-Site)

Anaheim, California, United States (On-Site)

View All Jobs

Get notified when new jobs are added by The Walt Disney Company

Level Up Your Career in Game Development!

Transform Your Passion into Profession with Our Comprehensive Courses for Aspiring Game Developers.

Job Common Plug