The Member Experience Professional II is a key role focused on delivering exceptional financial services and support to credit union members.  Responsibilities include lead generation and networking, outbound member service and sales (Partner's Sales and Service program), processing financial transactions, proactively identifying member needs and recommending solutions, cross-selling products and services, consumer loan processing, mentoring team members, and providing member education.  This role also involves managing new memberships and accounts, ensuring compliance with quality control standards, assisting with branch operations, and performing notary services.  The position requires strong communication, sales, problem-solving, and time-management skills, along with flexibility and adaptability.  Experience in the financial industry, teller cash handling, and sales is preferred.

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!

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<div class="ats-description">
 <h4>Job Summary:</h4> 
 <div class="additional-field-value-razor">The Member Experience Professional II is a key role dedicated to delivering exceptional financial services and support to our credit union members. This position involves identifying and cultivating a network of member contacts through various channels to create financial opportunities and drive sales. Responsibilities include conducting outbound calls as part of the Partner’s Sales and Service Member program, processing a wide range of financial transactions, and proactively identifying changes in members' banking needs to recommend relevant financial solutions.The Member Experience Professional II will also promote the credit union's objectives by cross-selling products and services, process consumer loans, and mentor other team members. With expert-level product knowledge, this role educates members on financial responsibility and manages new memberships and account services. Ensuring compliance with quality control standards, assisting with branch operations, and providing notary services and medallion signature guarantees are also essential duties. This position requires a high degree of flexibility and the ability to anticipate and address potential issues effectively.Job Responsibilities:Lead Generation and Networking• Identify and build a network of member contacts through qualified leads, referrals, telephone canvassing, and face-to-face interaction to create financial opportunities.Outbound Member Service and Sales• Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive salesTransaction Processing• Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing for credit union members.Member Needs and Financial Solutions• Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions.Cross-Selling and Promotion• Promote the credit union's objectives and promotions through advisory skills and cross-selling additional products and services to deepen member relationships and enhance profitability.Loan Processing and Mentorship• Process consumer loans, ensure loan documentation quality, and mentor other Member Experience Professionals in best practices.Product Knowledge and Member Education• Use expert-level product knowledge to communicate features and benefits of credit union products and services, educating members on financial responsibility.Membership Account Management• Process new memberships, open accounts, and handle service requests such as additional share accounts, savings services, checking, money market, and certificates.Quality Control and Compliance• Ensure all membership documents meet quality control standards, including CIP, OFAC, ChexSystems, etc.Branch Operations and Notary Responsibilities• Assist Member Experience Manager with the Internal Verification Program, complete departmental projects and reports, maintain flexibility to support branch needs, and perform notary services and medallion signature guarantees.Education Level: High School or GED (required)&nbsp;Years of Relevant Work Experience: 3 to 5 yearsLanguage Skills: Spanish (preferred)Certifications, Licenses, Registrations, etc.:· FL/CA Notary (specify for job location) Required· NMLS Certification Required· Medallion Signature Guarantee Certification PreferredOther Training, Technical Skills or KnowledgeAbility to use a personal computer and related software applications including Microsoft Outlook. RequiredExperience using Episys PreferredExperience using Springboard PreferredExperience using Verafin PreferredType 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 &amp; 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 preferredBusiness / Work Environment:Shift work including weekends consists of hours outside of an 8 - 5 schedule to cover the hours of operationOther: Ability to travel from branch locations when required. The pay rate for this role in California is $24 to $33.98 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.</div>
 
 
 
 
 
 
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Member Experience Professional II - Branch (Roving)