Outscal Logooutscal logo

Senior Member Experience Professional - Branch

1 Hour ago • 3-5 Years • Finance • $462,000 PA - $693,000 PA

Job Summary

Job Description

This Senior Member Experience Professional role at Partners Federal Credit Union requires 3-5 years of experience and involves leading a team, mentoring junior staff, handling complex member inquiries, and providing support to the Member Experience Manager. Responsibilities include processing financial transactions, promoting credit union products and services, identifying member needs, processing loans, ensuring compliance, assisting with branch operations, and educating members on digital solutions. The position demands excellent member service, sales, and problem-solving skills, along with strong communication and time-management abilities. Leadership experience is preferred. Potential for mortgage transaction training is included.
Must have:
  • Excellent member service
  • Effective sales skills
  • Strong problem-solving skills
  • Financial transaction processing
  • Loan processing experience
  • Compliance adherence
  • Team leadership & mentoring
  • Cash handling experience
Good to have:
  • Spanish language skills
  • Bachelor's degree
  • Experience with Episys, Springboard, Verafin
  • Medallion Signature Guarantee Certification
  • NMLS Certification
  • FL/CA Notary

Job Details

Job Summary:

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:

Activity

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

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.

· 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, etc.

Medallion Signature Guarantee Certification Yes

NMLS Certification YES

FL / CA Notary Yes

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 YES

Experience using Springboard YES

Experience using Verafin YES

Abilities and Behaviors:

Type Abilities and Behaviors below:

· 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

 

Scope of the Job

· 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

This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.

This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments.

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

Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday

Type Training Requirements below:

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: Describe any demands of the position and any adverse, hazardous, or unpleasant conditions of the work environment. Include the level / intensity, frequency, and duration of exposure to these demands / 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 Florida is $22.23 to $33.35 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.

Similar Jobs

Kwalee - Sound Designer

Kwalee

Bengaluru, Karnataka, India (On-Site)
1 Month ago
Good Job Games - Junior Game Developer

Good Job Games

İstanbul, Türkiye (On-Site)
6 Months ago
PlayStation Global - Senior Sound Designer - 12 month contract

PlayStation Global

Guildford, England, United Kingdom (Hybrid)
4 Months ago
Regent Craft - Aerodynamics Engineering Intern - (CFD)

Regent Craft

North Kingstown, Rhode Island, United States (On-Site)
5 Months ago
Blazing griffin - Technical Artist (Games)

Blazing griffin

Glasgow, Scotland, United Kingdom (Hybrid)
3 Months ago
ION - Junior Private Credit Reporter - Debtwire North America

ION

New York, New York, United States (On-Site)
4 Months ago
Paytm - Area Service Manager - Mangalore / Bengaluru / Bagalkot.

Paytm

Mangaluru, Karnataka, India (On-Site)
5 Months ago
PwC - Director

PwC

Gurugram, Haryana, India (On-Site)
5 Months ago
PwC - Financial Services Manager Insurance

PwC

Amsterdam, North Holland, Netherlands (On-Site)
5 Months ago
PwC - Senior Associate - Transfer Pricing FS - Milano [TAX]

PwC

Milan, Lombardy, Italy (On-Site)
5 Months ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

Wargaming - Senior Gameplay Programmer (Steel Hunters)

Wargaming

Guildford, England, United Kingdom (Hybrid)
3 Months ago
Amanotes - Game Artist (Hybrid Casual Games)

Amanotes

Ho Chi Minh City, Ho Chi Minh City, Vietnam (On-Site)
2 Months ago
Ripple Effect  - UI Artist - Capture

Ripple Effect

Vancouver, British Columbia, Canada (Hybrid)
1 Month ago
Playgendary - 3D Generalist (Casual)

Playgendary

Limassol, Limassol, Cyprus (Remote)
1 Month ago
OAO INFO INDIA - Product Lead

OAO INFO INDIA

Pune, Maharashtra, India (On-Site)
1 Month ago
Easy Brain - AI Artist

Easy Brain

Limassol, Limassol, Cyprus (Hybrid)
1 Week ago
Bigpoint - Senior Full Stack Developer (m/f/d) - #5739

Bigpoint

Hamburg, Hamburg, Germany (Hybrid)
7 Months ago
Velan Studios - Environment Artist

Velan Studios

New York, New York, United States (On-Site)
6 Days ago
Playrix - Senior C++ Software Engineer (Gameplay)

Playrix

Serbia (Remote)
5 Months ago
Scopely - Lead UI Artist- Monopoly GO!

Scopely

Culver City, California, United States (On-Site)
4 Months ago

Get notifed when new similar jobs are uploaded

Jobs in Lake Buena Vista, Florida, United States

Ziff Davis - Senior Full Stack Software Engineer

Ziff Davis

United States (Hybrid)
4 Months ago
WebFX - Jr. Paid Ads and Analytics Specialist

WebFX

Harrisburg, Pennsylvania, United States (On-Site)
5 Months ago
ByteDance - Immersive Video Research Intern (Multimedia Streaming) 2023 Summer/Fall (BS)

ByteDance

San Diego, California, United States (On-Site)
4 Months ago
Zoox - Machine Learning Engineer - Collision Avoidance System

Zoox

Foster City, California, United States (Hybrid)
5 Months ago
Framestore - FREELANCE: VFX PRODUCERS - CHICAGO

Framestore

Chicago, Illinois, United States (On-Site)
10 Months ago
PwC - Senior Auditor - Napoli [ADT]

PwC

Naples, Florida, United States (On-Site)
5 Months ago
Onward Search - Community Manager, Social Media

Onward Search

New York, New York, United States (Remote)
2 Hours ago
Meta - QA Engineering Lead, Reality Labs (Wearables)

Meta

Los Angeles, California, United States (On-Site)
4 Months ago
NVIDIA - Senior System Performance and Power Engineer

NVIDIA

Santa Clara, California, United States (Hybrid)
2 Weeks ago
ByteDance - Software Engineer (ElasticSearch / OpenSearch) - Cloud Infrastructure- Seattle

ByteDance

Seattle, Washington, United States (On-Site)
5 Months ago

Get notifed when new similar jobs are uploaded

Finance Jobs

HP - Financial Analyst 1

HP

Bengaluru, Karnataka, India (On-Site)
6 Months ago
On Location - Accounts Payable Associate - FIFA World Cup 26™

On Location

New York, New York, United States (Remote)
1 Month ago
PwC - IN-Senior Associate_ Program Management_ Social_ Advisory_ Gurugram

PwC

Gurugram, Haryana, India (On-Site)
3 Months ago
PwC - Recrutement Analyste Financier-1

PwC

Kinshasa, Kinshasa, Democratic Republic Of The Congo (On-Site)
5 Months ago
Ubisoft - Group Strategic Planning Senior Analyst

Ubisoft

Saint-Mandé, Île-de-France, France (On-Site)
1 Month ago
PwC - Senior Manager_Finance Transformation _Advisory _FE_Mumbai

PwC

Mumbai, Maharashtra, India (On-Site)
5 Months ago
The Walt Disney Company - Manager, Telecom Business Office

The Walt Disney Company

Lake Buena Vista, Florida, United States (On-Site)
1 Month ago
Ubisoft - Financial Planning Analyst - Global Publishing

Ubisoft

Saint-Mandé, Île-de-France, France (On-Site)
1 Month ago
PwC - Auditor(a) Externo Sênior | Senior Associate 2

PwC

Campinas, State Of São Paulo, Brazil (On-Site)
5 Months ago
Nagarro - Senior SAP FI/CO Consultant (all genders)

Nagarro

Austria (On-Site)
5 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!

São Paulo, State Of São Paulo, Brazil (On-Site)

Hong Kong (On-Site)

Île-de-France, France (On-Site)

Île-de-France, France (On-Site)

Île-de-France, France (On-Site)

Île-de-France, France (On-Site)

Serris, Île-de-France, France (On-Site)

Île-de-France, France (On-Site)

Serris, Île-de-France, France (On-Site)

Île-de-France, France (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