Member Experience Professional II - Branch (Katella)

Partners Federal Credit Union•Anaheim, CA

7d•$24 - $34•Onsite

About The Position

The Member Experience Professional II delivers financial services and support to credit union members, building member relationships and identifying opportunities through referrals, outbound calls, and face-to-face interactions. The role processes financial transactions, consumer loans, memberships, accounts, and service requests, while recommending financial products and services that respond to members’ needs. The position promotes credit union products and objectives, educates members on product features and financial responsibility, and mentors other Member Experience Professionals. It also supports branch operations, maintains documentation and compliance standards, and provides notary services and medallion signature guarantees. The role calls for flexibility, sound problem-solving, and the ability to anticipate and address potential issues.

Requirements

High school diploma or GED.
Three to five years of relevant work experience.
Two years of experience in the financial industry and credit unions.
Two years of experience with teller cash handling and cash dispense machines.
California 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.
Flexibility and ability to adapt to change.
Strong time-management, multitasking, and organizational skills.
Ability to take initiative, work independently, and work effectively as part of a team.

Nice To Haves

Spanish language skills.
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.
Conduct outbound calls through the Partners Sales and Service program to enhance member service and drive sales.
Process deposits, withdrawals, transfers, payments, check cashing, and other financial transactions.
Identify changes in members’ life events and banking needs and recommend relevant services and financial solutions.
Promote credit union objectives and promotions, and cross-sell products and services to deepen member relationships and enhance profitability.
Process consumer loans, ensure loan documentation quality, and mentor other Member Experience Professionals.
Use product knowledge to explain product and service features and benefits and educate members on financial responsibility.
Process new memberships, open accounts, and handle requests involving share accounts, savings, checking, money market accounts, and certificates.
Ensure membership documents meet quality control standards, including CIP, OFAC, and ChexSystems requirements.
Assist the Member Experience Manager with the Internal Verification Program, complete departmental projects and reports, and support branch needs.
Perform notary services and medallion signature guarantees.