What are the responsibilities and job description for the Member Experience Professional II - Branch position at Partners Federal Credit Union?
Job Summary :
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.
Job Responsibilities :
Lead Generation and Networking
- Identify and build a network of member contacts through qualified leads, referrals, telephone canvassing, and face-to-face interaction to create financial opportunities.
Outbound Member Service and Sales
Transaction Processing
Member Needs and Financial Solutions
Cross-Selling and Promotion
Loan Processing and Mentorship
Product Knowledge and Member Education
Membership Account Management
Quality Control and Compliance
Branch Operations and Notary Responsibilities
Education Level :
High School or GED (required)
Years of Relevant Work Experience :
3 to 5 years
Language Skills : Spanish (required)
Certifications, Licenses, Registrations, etc. :
Other Training, Technical Skills or Knowledge :
Ability to use a personal computer and related software applications including Microsoft Outlook - Required
Experience using Episys - Preferred
Experience using Springboard - Preferred
Experience using Verafin - Preferred
Abilities and Behaviors :
Business / Work Environment :
Shift work including weekends consists of hours outside of an 8 - 5 schedule to cover the hours of operation
The hiring range for this position in California is $24.00 to $33.98 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. Select benefits may be provided as part of the compensation package, such as medical, financial, and / or other benefits. To learn more about our benefits visit : https : / / / benefits
Salary : $24 - $34
