Sr Member Experience Professional - Branch in Burbank, CA
Job title: Sr Member Experience Professional - Branch in Burbank, CA at The Walt Disney Company
Company: The Walt Disney Company
Job description: Job Posting Title: Sr Member Experience Professional - BranchReq ID: 10113567Job Description: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:ActivityMember 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 MemberService and Sales.Member Service Excellence· Ensures that all Members' needs are met and commitments to them are kept, providing exceptionalservice to every member, every time.Financial Transactions and ServicesThis 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-sellingadditional products and services to deepen business relationships and improve credit unionprofitability.Proactive Member Needs Identification· Proactively identifies changes in members' life events and banking needs to recommend relevantservices 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 shareaccounts, 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 providessuggestions to streamline department and credit union operations. Anticipates potential issues andcommunicates effectively with the manager.Technology and Digital Solutions Education· Educates members on emerging and existing credit union technology and digital solutions, such asmobile, online, and card services, for their convenience.KNOWLEDGE & SKILLSEducation Level: High School or GED (required)Years of Relevant Work Experience: 3 to 5 yearsLanguage Skills: Spanish (preferred)Certifications, Licenses, Registrations, etc.Medallion Signature Guarantee Certification YesNMLS Certification YESFL / CA Notary YesMinimum of 2 years of financial and sales experience required YESMinimum of 1 year in a leadership role preferred YESMinimum of 2 years’ cash handling experience required YESAbility to use a personal computer and related softwareapplications including Microsoft Outlook. YESBachelor’s degree (Preferred) YESExperience in Episys YESExperience using Springboard YESExperience using Verafin YESAbilities 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 skillsScope 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 ShopsThis 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 workdayType Training Requirements below:Basic Compliance Training RequirementsBasic NEO Training RequirementsCore System TrainingLending and New Account Platform TrainingCards Training (Springboard & Card Wizard)PLP TrainingUnity TrainingBasic Underwriting Training focusing on quality loan application interviewing process & submissionPhysical 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 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.Job Posting Segment: Credit UnionsJob Posting Primary Business: Partners! Federal Credit UnionPrimary Job Posting Category: BankingEmployment Type: Full timePrimary City, State, Region, Postal Code: Burbank, CA, USAAlternate City, State, Region, Postal Code:Date Posted: 2025-02-13
Expected salary:
Location: Burbank, CA
Job date: Fri, 28 Mar 2025 08:06:03 GMT
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Company: The Walt Disney Company
Job description: Job Posting Title: Sr Member Experience Professional - BranchReq ID: 10113567Job Description: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:ActivityMember 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 MemberService and Sales.Member Service Excellence· Ensures that all Members' needs are met and commitments to them are kept, providing exceptionalservice to every member, every time.Financial Transactions and ServicesThis 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-sellingadditional products and services to deepen business relationships and improve credit unionprofitability.Proactive Member Needs Identification· Proactively identifies changes in members' life events and banking needs to recommend relevantservices 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 shareaccounts, 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 providessuggestions to streamline department and credit union operations. Anticipates potential issues andcommunicates effectively with the manager.Technology and Digital Solutions Education· Educates members on emerging and existing credit union technology and digital solutions, such asmobile, online, and card services, for their convenience.KNOWLEDGE & SKILLSEducation Level: High School or GED (required)Years of Relevant Work Experience: 3 to 5 yearsLanguage Skills: Spanish (preferred)Certifications, Licenses, Registrations, etc.Medallion Signature Guarantee Certification YesNMLS Certification YESFL / CA Notary YesMinimum of 2 years of financial and sales experience required YESMinimum of 1 year in a leadership role preferred YESMinimum of 2 years’ cash handling experience required YESAbility to use a personal computer and related softwareapplications including Microsoft Outlook. YESBachelor’s degree (Preferred) YESExperience in Episys YESExperience using Springboard YESExperience using Verafin YESAbilities 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 skillsScope 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 ShopsThis 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 workdayType Training Requirements below:Basic Compliance Training RequirementsBasic NEO Training RequirementsCore System TrainingLending and New Account Platform TrainingCards Training (Springboard & Card Wizard)PLP TrainingUnity TrainingBasic Underwriting Training focusing on quality loan application interviewing process & submissionPhysical 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 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.Job Posting Segment: Credit UnionsJob Posting Primary Business: Partners! Federal Credit UnionPrimary Job Posting Category: BankingEmployment Type: Full timePrimary City, State, Region, Postal Code: Burbank, CA, USAAlternate City, State, Region, Postal Code:Date Posted: 2025-02-13
Expected salary:
Location: Burbank, CA
Job date: Fri, 28 Mar 2025 08:06:03 GMT
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Apply Now