Member Experience Professional I - Branch (LBV)

Partners Federal Credit Union • Lake Buena Vista, FL

13d • $19 - $27

About The Position

The Member Experience Professional I provides professional, consultative service to credit union Members, builds long-term relationships, identifies financial needs, and recommends suitable products and services. The role performs teller functions, processes transactions, balances and secures funds, resolves complex transactions and Member issues, supports teller-line operations, and maintains accurate Member and transaction records. It also supports account opening and consumer loan processing, promotes credit union products, maintains compliance with regulatory and internal requirements, and completes administrative work and other branch duties.

The position provides peer-to-peer coaching and support to other Member Experience Professional I employees, contributes to team performance and development, and works with branch leadership and other credit union teams to meet operational goals. It requires regular interaction with walk-in Members and inbound and outbound phone calls, as well as coordination with PFCU departments. The role includes weekend shift work and may require hours outside the standard 8:00 AM–5:00 PM schedule to support operational coverage.

The role requires a moderate level of supervision and the ability to follow detailed instructions and resolve problems involving a few variables. The hiring range in Florida is $19.00–$27.17 per hour. A bonus and/or long-term incentive units may be provided, and benefits depend on the level and position offered.

Requirements

• High school diploma or GED.
• Three to five years of relevant work experience required upon hire.
• Two years of experience in the financial industry and credit unions.
• Two years of experience in teller cash handling and cash dispense machines.
• Florida Notary certification.
• Excellent Member service and conflict-resolution skills.
• Effective sales skills.
• Strong problem-solving and decision-making skills.
• Clear and open communication skills.
• Flexibility and ability to adapt to change.
• Strong time-management, organizational, and multitasking skills.
• Responsible, self-directed, and able to take initiative and work independently.
• Strong teamwork skills.
• Ability to move into different positions and work in tight or confined spaces; remain stationary while standing or sitting for prolonged periods; and move objects up to 15 pounds in all directions.
• Ability to perform repetitive motions involving wrists, hands, or fingers and fine-motor tasks such as typing or picking up small objects.
• Ability to communicate detailed or important information verbally, hear ordinary conversations, and visually prepare or inspect documents, assess work, or operate office machinery.
• Availability for weekend shift work and potentially hours outside the standard 8:00 AM–5:00 PM schedule.

Responsibilities

• Perform teller functions in accordance with policies and security standards; balance and secure funds, monitor cash levels, manage negotiable-item inventory, and manage cash dispense machines.
• Provide prompt, professional Member service; resolve requests, questions, problems, and sensitive Member-relations issues, referring matters to colleagues with appropriate authority when needed.
• Process deposits, withdrawals, transfers, payments, check cashing, and other financial transactions accurately and securely; perform overrides and verify daily cash totals.
• Open accounts and process consumer loans from start to finish; assist with loan applications by gathering documentation and conducting initial reviews.
• Maintain effective teller operations, ensure smooth teller-line flow and adequate coverage, and handle the front Lobby desk, including Member wait-time exceptions and quick transactions.
• Investigate and correct teller out-of-balance conditions; support personnel with daily operations and Member interactions.
• Communicate product features and benefits, educate Members on financial responsibility, and promote credit union products and services through cross-selling and outbound calls following the 2/2/2 program.
• Build Member relationships and a network of contacts through qualified leads and referrals, and promote credit union objectives and deeper business relationships.
• Provide peer-to-peer coaching, delegation, communication, training, and support for Member Experience Professional I peers; provide glow and grow feedback on team performance and development.
• Ensure membership documents meet quality-control standards and comply with policies and requirements, including CIP, OFAC, and ChexSystems; identify and report suspicious activities.
• Coordinate teller duties with related functions, communicate with management, and suggest service improvements and operational efficiencies.
• Review and submit the monthly Teller Over/Short report to the Branch Service Manager.
• Assist with or complete the Internal Verification Program (IVP) with the Branch Service Manager and submit the packet to the Branch Service Manager.
• Complete department projects and reports, handle projects delegated by the leader, maintain flexibility to support branch needs, and perform other related duties as assigned or requested.
• Maintain and enhance financial business acumen through ongoing training and self-development.

Benefits

• A comprehensive Total Rewards package, including medical, financial, and/or other benefits depending on the level and position offered.
• A bonus and/or long-term incentive units may be provided as part of the compensation package.
• Employees have access to benefits, programs, and experiences through the company’s relationship with The Walt Disney Company.
• Meaningful development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED