Member Experience Professional II - Branch

The Walt Disney Company • Union, CA

12d • Onsite

About The Position

The Member Experience Professional II is a key role dedicated to delivering exceptional financial services and support to our credit union members. This position involves identifying and cultivating a network of member contacts through various channels to create financial opportunities and drive sales. Responsibilities include conducting outbound calls as part of the Partner’s Sales and Service Member program, processing a wide range of financial transactions, and proactively identifying changes in members' banking needs to recommend relevant financial solutions. The Member Experience Professional II will also promote the credit union's objectives by cross-selling products and services, process consumer loans, and mentor other team members. With expert-level product knowledge, this role educates members on financial responsibility and manages new memberships and account services. Ensuring compliance with quality control standards, assisting with branch operations, and providing notary services and medallion signature guarantees are also essential duties. This position requires a high degree of flexibility and the ability to anticipate and address potential issues effectively.

Requirements

• High School or GED (required)
• 3 to 5 years of relevant work experience
• Spanish (Preferred)
• CA Notary - Required
• NMLS Certification - Required
• Ability to use a personal computer and related software applications including Microsoft Outlook. - Required
• Two years’ experience in the financial industry and credit unions is required.
• Two years’ experience in teller cash handling and cash dispense machines is required.

Nice To Haves

• Medallion Signature Guarantee Certification – Preferred
• Experience using Episys - Preferred
• Experience using Springboard - Preferred
• Experience using Verafin - Preferred
• Experience in sales is preferred.
• Previous supervisory experience preferred

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

• A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.

What This Job Offers

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