Member Education & Development Advocate II

Partners Federal Credit Union•Orlando, FL

33d•Hybrid

About The Position

The Education and Development team plays a pivotal role in driving the Credit Union's growth and engagement strategies by executing targeted business development, marketing, and financial education initiatives. The ideal candidate will possess a proven track record in consultative sales, relationship management, and business development, with an ability to forge long-term strategic partnerships within our sponsor organization, The Walt Disney Company. This role will contribute to the Credit Union’s strategic objectives by promoting financial wellbeing through engaging events, workshops, and personalized member interactions. As a Member Education & Development Advocate (MEDA), this role plays an integral part in growing the Credit Union’s presence within some of the world’s most iconic entertainment organizations. This is a high-visibility, impactful role requiring the knowledge and skills to drive business growth and brand awareness in Burbank and surrounding areas, a key market for the Credit Union. The person fulfilling this role is required to operate in a dynamic, fast-paced environment and build impactful relationships that have long-lasting effects on the Credit Union’s ability to serve its members. This role is an excellent fit for a dynamic, self-driven individual who enjoys networking, educating, and contributing to the growth of a community-focused organization.

Requirements

High School or GED
3 to 5 years
Must have Financial Counselor Certification (May be hired without certification but will be required to become certified as a part of the job.)
Proficiency in Microsoft Platforms
Demonstrated experience in sales or relationship management, with the ability to engage with individuals at various levels of an organization to understand their needs and deliver tailored solutions. An entrepreneurial, self-starter mindset is essential, with the ability to work independently and strategically to drive business growth and long-term member retention.
Exceptional networking and relationship-building skills, with the ability to cultivate deep partnerships across diverse community and business sectors.
Strong interpersonal and communication skills, with the ability to build rapport, foster relationships, and represent the Credit Union professionally in all interactions.
A background in financial education, financial institutions, or a related field is preferred. You must have a passion for helping others achieve financial wellness and be comfortable leading both group sessions and one-on-one counseling.
Excellent time management skills with the ability to juggle multiple tasks and deadlines. Ensure all event logistics, reporting, and follow-up are handled efficiently and accurately.
Willingness to routinely approach individuals you do not know.
Demonstrated history of initiative.
Strong verbal and written communication skills
Ability to stay and stand at a table/event for extended periods of time
Demonstrated experience in a proactive face-to-face sales environment
Knowledge and understanding of Credit Union products and services
Demonstrated follow-through skills
Strong verbal, interpersonal and listening skills
Attention to detail
Proven experience in business development, event facilitation, or a similar role.
Consultative Sales Business development and relationship building
Workshop facilitation and public speaking
Financial counseling and education
Event planning and coordination
Marketing and promotional skills
Strong interpersonal and communication skills
Data analysis and reporting.