Experienced Member Experience Advisor – Financial Services and Relationship Management Professional

Introduction to Partners Federal Credit Union

At Partners Federal Credit Union, we are dedicated to providing exceptional financial services and building long-lasting relationships with our members. As a leader in the financial industry, we are committed to fostering a culture of excellence, innovation, and community involvement. Our team of experienced professionals is passionate about delivering personalized solutions and expert advice to help our members achieve their financial goals. We are now seeking a highly skilled and motivated Member Experience Advisor to join our team and contribute to our mission of providing outstanding service and support to our members.

Job Overview

The Member Experience Advisor is a key front-line leader responsible for interacting with and developing long-term profitable relationships with our affluent members. This role requires a strong and diverse skillset, including comprehensive relationship management, advice-based banking, and proactive financial needs assessment. The successful candidate will be professional, mature, and knowledgeable, with a welcoming and positive demeanor, and a strong commitment to maintaining professional and ethical service standards.

Key Responsibilities

• Serve as the primary contact for affluent and select members, managing their complete banking and investment relationships using a proactive, consultative approach to retain, grow balances, and deepen relationships.
• Manage member relationships through an advice-based approach, ensuring members receive the best financial and investment products and services tailored to their needs, including multi-generational.
• Identify changes in members' life events and banking needs to recommend relevant financial solutions, helping members achieve financial success.
• Stay knowledgeable about current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders, to educate and guide members effectively.
• Process a wide range of financial transactions, including deposits, withdrawals, payments, and check cashing, while ensuring all transactions meet quality control standards.
• Mentor all levels of branch Member Experience Professionals, passing on skills, knowledge, and information to enhance their performance and success.
• Provide backup and support to the Member Experience Manager and Branch Manager in scheduling, overrides, interest rate exceptions, loan queue management, and sales coaching.
• Cross-sell and promote the credit union's products and services, contributing to loan growth and increased assets at the branch.
• Ensure all membership documents and loan documentation meet quality control standards and comply with policies, including CIP, OFAC, and Chexsystems.
• Educate members on credit union technology and digital solutions, such as mobile and online services, to enhance convenience and financial literacy.

Essential Qualifications

• High School or GED required, with a Bachelor's Degree preferred.
• 3 to 5 years of relevant work experience, with a minimum of 1 year as a Member Experience Professional.
• NMLS Certification, CUNA, FL/CA Notary, Medallion Signature Guarantee Certification, State Insurance License, FINRA 63, and FINRA 7 required.
• Ability to use a personal computer and related software applications, including Microsoft Outlook.
• Excellent member service and conflict resolution skills, with effective sales skills and strong problem-solving skills.
• Clear and open communication skills, with flexible and adaptable approach to change.
• Strong time-management, organizational skills, and ability to multi-task, with responsible and independent work style.
• Strong teamwork skills, with excellent verbal, written, and interpersonal skills.
• Highly motivated, with the ability to successfully achieve objectives.

Preferred Qualifications

• Spanish or Haitian Creole language skills preferred.
• Experience in Episys, Springboard, and Verafin preferred.
• Previous experience in a similar role, with a strong understanding of financial products and services.

Career Growth Opportunities and Learning Benefits

At Partners Federal Credit Union, we are committed to the growth and development of our employees. As a Member Experience Advisor, you will have access to a range of training and development opportunities, including:

• Basic Compliance Training Requirements
• Basic NEO Training Requirements
• Core System Training
• Lending and New Account Platform Training
• Cards Training (Springboard & Card Wizard)
• PLP Training
• Unity Training
• Basic Underwriting Training focusing on quality loan application interviewing process & submission

Our comprehensive training program is designed to equip you with the skills and knowledge necessary to succeed in your role and advance your career.

Work Environment and Company Culture

At Partners Federal Credit Union, we pride ourselves on our positive and supportive work environment. Our team is passionate about delivering exceptional service and building strong relationships with our members. We offer a range of benefits, including:

• Competitive salary and benefits package
• Opportunities for career growth and development
• Flexible work arrangements, including shift work and remote work options
• A dynamic and supportive work environment
• A commitment to community involvement and social responsibility

Compensation, Perks, and Benefits

The hiring range for this position in California is $66,560 to $79,500 annually, with the base pay taking into account internal equity and varying depending on the candidate's geographic region, job-related knowledge, skills, and experience. We also offer a range of benefits, including medical, financial, and other benefits. To learn more about our benefits, visit: https://jobs.disneycareers.com/benefits

Conclusion

If you are a motivated and experienced financial services professional looking for a new challenge, we encourage you to apply for the Member Experience Advisor role at Partners Federal Credit Union. With our commitment to excellence, innovation, and community involvement, we offer a unique and rewarding work environment that will help you grow and succeed in your career. Apply now and take the first step towards a fulfilling and challenging role.

Submit Your Application

Seize this opportunity to make a significant impact. Apply now and take the first step towards a rewarding new role.