Member Experience Advisor

Calling All Banking Relationship Managers, Premier Bankers, and Financial Advisors

We have an incredible new opportunity launching in both our Orlando and California markets – Our Member Experience Advisor role ! If you have experience as a Financial Advisor, Premier Banker, Private Banker or Sr Relationship Manager and have obtained your required licensing, this may be the role for you.

As a Member Experience Advisor , you’ll be at the heart of our mission to create meaningful connections and be our members financial institution for life, while leading with purpose, fostering relationships, and helping members achieve their financial goals.

The Opportunity

This isn’t just a job – it’s a chance to make an impact. In this role, you’ll :

Be the trusted advisor : Serve as the primary contact for select members, offering personalized advice and tailored solutions that help them succeed.

Lead with integrity : Mentor branch team members, sharing your expertise to elevate the entire team’s performance.

Drive meaningful results : Partner with leadership to achieve retail growth objectives while always prioritizing what’s best for the member.

Deliver exceptional service : Educate members on innovative products, services, and digital tools to make managing their finances easier and more rewarding.

What You’ll Bring

We’re looking for someone who thrives on building connections and delivering results. You’ll need :

Proven experience in financial services and advising affluent clients.

Exceptional communication skills and a passion for delivering world-class service.

A leadership mindset and a desire to make a difference – not just in members’ lives but within your team and community.

A Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products.

Why Partners?

At Partners Federal Credit Union , we don’t just serve members – we empower them to reach their financial goals while creating meaningful relationships. Here, you’ll find :

A People-First Culture : We are driven by our commitment to our members and the communities we serve. Join a team that values collaboration, trust, and a shared purpose.

A Commitment to Your Growth : From professional development opportunities to clear career paths, we invest in you so you can invest in others.

As the credit union for The Walt Disney Company , our exclusive connection ensures best in class benefits and perks.

Apply today to become a key part of the Partners Federal Credit Union story. Let’s create something extraordinary.

This position is the main point of contact for a select group of Partners' affluent members, as well as other selected members from the branch and geography they cover. They are considered a key front-line leader for Partners Federal Credit Union whose main responsibility is to interact and develop long term profitable relationships with these Members by determining their financial needs and presenting and offering the best financial solution. The incumbent actively promotes and cross-sells Partners’ products and services during these transactions.

The Member Experience Advisor serves as a leader to all levels of Member Experience Professionals, answering questions and resolving more complex member requests, and assists the Branch Manager and Member Experience Manager as needed. The incumbent is professional, mature in nature, very organized and knowledgeable while displaying a welcoming and positive demeanor with members and co-workers, and maintaining professional and ethical service standards set by Partners. Affluent Member focus while keeping Partners’ leadership competencies and core values centric to how you conduct business.

The Member Experience Advisor needs to be versed in all Member Experience Professional positions to maintain capability to lead and inspect lower-level Branch positions. Securities / FINRA licensing required. While reporting directly to the Branch Manager, this role also collaborates closely with and is accountable to the VP of Retail Growth to support strategic initiatives and ensure alignment with retail growth objectives.

Essential Responsibilities :

Comprehensive Relationship Management

• 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.

Advice-Based Banking

Proactive Financial Needs Assessment

Product and Service Expertise

Transactional Support

Mentorship and Leadership

Operational Support and Decision-Making

Provide backup and support to the Member Experience Manager and Branch Manager in scheduling, overrides, interest rate exceptions, loan queue management, and sales coaching.

Collaborate with the VP of Retail Growth to implement initiatives that drive retail success.

Cross-Selling and Financial Growth

Promote the credit union’s objectives by cross-selling additional products and services, contributing to loan growth and increased assets at the branch.

Provide regular updates to the VP of Retail Growth on performance metrics related to retail growth objectives.

Regulatory Compliance and Documentation

Member Education and Technology Adoption

Knowledge & Skills

Education Level :

High School or GED (required)

Years of Relevant Work Experience :

3 to 5 years (1 year minimum for Member Experience Professional)

Language Skills : Spanish (preferred)

Haitian Creole (preferred)

Certifications, Licenses, Registrations, etc. :

NMLS Certification – Preferred

CA Notary – Preferred

Medallion Signature Guarantee Certification – Preferred

State L&D Insurance License – Required

FINRA 63 – Required

FINRA 7- Required

Other Training, Technical Skills or Knowledge :

Ability to use a personal computer and related software applications including Microsoft Outlook. – Required

Bachelor’s Degree – Preferred

Experience in Episys – Preferred

Experience using Springboard – Preferred

Experience using Verafin – Preferred

Abilities and Behaviors :

3 years’ experience building and maintaining effective relationships with customers and Partners

3 years of customer service experience

3 years branch banking experience

Excellent member service and conflict resolution skills

Effective sales skills

Strong problem-solving skills

Clear and open communication skills

Flexible; easily adapts to change

Strong time-management, organizational skills & ability to multi-task

Responsible; takes initiative and works independently

Strong teamwork skills

Excellent verbal, written and interpersonal skills

Highly motivated, ability to successfully achieve objectives

Scope of the Job

Performance Standards :

New Memberships : 5-8 / Mo

Member Satisfaction Evaluation

Cash balancing standards

Quality Reviews – Loan / Memberships

Loan Originations : (12-17 funded applications / Mo, $300,000-$425,000 / Mo)

8-12 Insurance Units / Mo, consisting of the following three :

PLP Units / 35% Penetration

GAP / Units / 50% Penetration

MBI Units / 10% Penetration

5-7 Qualified Referrals / Mo consisting of the following three :

Wealth Management Referrals

Auto Advisor / Autoland Referrals

Home Mortgage Referrals

Investment Product Sales : 2 new accounts / Mo

Discretion / Latitude :

This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.

Interactions :

This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments.

Business / Work Environment :

Shift work including weekends and home visits consists of hours outside of an 8 - 5 schedule to cover the hours of operation.

Able / flexible to work evenings and Saturday at the convenience of the member.

Able / flexible to visit the member at their place of work or home

Challenges :

Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday.

Training Requirements :

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

Physical Demands & Environmental / Working Conditions :

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally.

Disclaimer

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

The hiring range for this position in California is $68,640 to $86,760 annually. The base pay actually offered will take into account internal equity and may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience, among other factors.

In addition to base pay, this role offers the opportunity to earn additional compensation through our annual incentive plan (AIP) and sales incentives. While not guaranteed, the AIP target for this role is approximately 9% of base salary at "meets expectations," and sales incentives typically range between 10%-20% of base salary annually, depending on performance and region.

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 : .

The hiring range for this position in California is $66,560 to $79,500 annually. 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 :

Job ID : 10108094

Location : Anaheim,California

Job Posting Company : Partners Federal Credit Union

The Walt Disney Company and its Affiliated Companies are Equal Employment Opportunity employers and welcome all job seekers including individuals with disabilities and veterans with disabilities. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email Candidate.Accommodations@Disney.com with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.

Salary : $66,560 - $79,500