Financial Member Experience Advisor

Partners Federal Credit Union • Anaheim, CA

271d • $68,640 - $86,760

About The Position

Calling All Banking Relationship Managers, Premier Bankers, and Financial Advisors. We have an incredible new opportunity launching in both our Orlando and California markets - Our Member Experience Advisor role! If you have experience as a Financial Advisor, Premier Banker, Private Banker or Sr Relationship Manager and have obtained your required licensing, this may be the role for you. As a Member Experience Advisor, you'll be at the heart of our mission to create meaningful connections and be our members financial institution for life, while leading with purpose, fostering relationships, and helping members achieve their financial goals.

Requirements

• Proven experience in financial services and advising affluent clients.
• Exceptional communication skills and a passion for delivering world-class service.
• A leadership mindset and a desire to make a difference.
• A Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products.
• High School or GED (required).
• 3 to 5 years of relevant work experience.

Nice To Haves

• Bachelor's Degree - Preferred.
• NMLS Certification - Preferred.
• FL Notary - Preferred.
• Medallion Signature Guarantee Certification - Preferred.
• Experience in Episys - Preferred.
• Experience using Springboard - Preferred.
• Experience using Verafin - Preferred.
• Spanish (preferred).
• Haitian Creole (preferred).

Responsibilities

• Serve as the primary contact for select members, offering personalized advice and tailored solutions.
• Mentor branch team members, sharing expertise to elevate the entire team's performance.
• Partner with leadership to achieve retail growth objectives while prioritizing member needs.
• Educate members on innovative products, services, and digital tools.
• Manage member relationships through an advice-based approach.
• Identify changes in members' life events and banking needs.
• Stay knowledgeable about current financial products, rates, and trends.
• Process a wide range of financial transactions.
• Mentor all levels of branch Member Experience Professionals.
• Provide backup and support to the Member Experience Manager and Branch Manager.
• Promote the credit union's objectives by cross-selling additional products and services.
• Ensure all membership documents and loan documentation meet quality control standards.
• Educate members on credit union technology and digital solutions.

Benefits

• Medical, financial, and/or other benefits.
• Annual incentive plan (AIP) and sales incentives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED