I-Drive Member Experience Professional II - Branch

Partners Federal Credit Union • Lake Buena Vista, FL

2d • $20 - $30 • Onsite

About The Position

Partners Federal Credit Union has been delivering exceptional financial services for 65 years, serving over 175,000 members with high levels of service, value, access, and convenience. The organization emphasizes a culture where employees can grow their careers, find balance, and make a difference, supported by best-in-class benefits and perks due to its exclusive connection with The Walt Disney Company. The Member Experience Professional II is a crucial role focused on providing outstanding financial services and support to credit union members. This position involves building a network of member contacts through various channels to identify financial opportunities and drive sales. Key duties include conducting outbound calls as part of the Partners Sales and Service Member program, processing diverse financial transactions, and proactively assessing members' evolving banking needs to recommend suitable financial solutions. Additionally, the Member Experience Professional II will promote the credit union's objectives by cross-selling products and services, processing consumer loans, and mentoring other team members. The role requires expert-level product knowledge to educate members on financial responsibility, manage new memberships, and handle account services. Ensuring compliance with quality control standards, assisting with branch operations, and performing notary services and medallion signature guarantees are also essential. This position demands significant flexibility and the ability to anticipate and resolve potential issues effectively.

Requirements

• High School or GED
• 3 to 5 years of relevant work experience
• FL Notary certification
• NMLS Certification
• Ability to use a personal computer and related software applications including Microsoft Outlook
• 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 & 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
• Two years’ experience in teller cash handling and cash dispense machines

Nice To Haves

• Spanish language skills
• Medallion Signature Guarantee Certification
• Experience using Episys
• Experience using Springboard
• Experience using Verafin
• Experience in sales
• Previous supervisory experience

Responsibilities

• Identify and build a network of member contacts through qualified leads, referrals, telephone canvassing, and face-to-face interaction to create financial opportunities.
• Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive sales.
• Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing for credit union members.
• Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions.
• 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.
• Process consumer loans, ensure loan documentation quality, and mentor other Member Experience Professionals in best practices.
• Use expert-level product knowledge to communicate features and benefits of credit union products and services, educating members on financial responsibility.
• Process new memberships, open accounts, and handle service requests such as additional share accounts, savings services, checking, money market, and certificates.
• Ensure all membership documents meet quality control standards, including CIP, OFAC, ChexSystems, etc.
• 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.

Benefits

• best-in-class benefits and perks
• comprehensive benefits package that includes medical, dental, vision, retirement benefits, paid time off, and other employee programs that support well-being and growth
• Annual Incentive Plan (AIP)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees