Member Consultant II

工作 ID 10103515 地點格倫代爾, 加利福尼亚州, 美國 有意工作的公司 Partners Federal Credit Union 日期已公佈 Dec. 06, 2024

申請

工作概要:

The Member Consultant 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 Partners 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 Consultant 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

• Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive sales

Transaction Processing

• Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing for credit union members.

Member Needs and Financial Solutions

• Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions.

Cross-Selling and Promotion

• 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.

Loan Processing and Mentorship

• Process consumer loans, ensure loan documentation quality, and mentor other Member Experience Professionals in best practices.

Product Knowledge and Member Education

• Use expert-level product knowledge to communicate features and benefits of credit union products and services, educating members on financial responsibility.

Membership Account Management

• Process new memberships, open accounts, and handle service requests such as additional share accounts, savings services, checking, money market, and certificates.

Quality Control and Compliance

• Ensure all membership documents meet quality control standards, including CIP, OFAC, ChexSystems, etc.

Branch Operations and Notary Responsibilities

• 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.

Education Level: High School or GED (required)

Years of Relevant Work Experience: 3 to 5 years

Language Skills: Spanish (preferred)

Certifications, Licenses, Registrations, etc.:

· FL/CA Notary (specify for job location) Required

· NMLS Certification Required

· Medallion Signature Guarantee Certification Preferred

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

Type Abilities and Behaviors below:

· Excellent member service and conflict resolution skills

· Effective sales skills

· Strong problem-solving and decision making skills

· Clear and open communication skills

· Flexible; easily adapts to change

· Strong time-management skills & ability to multi-task

· Organized; good time manager

· Responsible; takes initiative and works independently

· Strong teamwork skills

· 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.

• Experience in sales is preferred.

• Previous supervisory experience preferred

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://secure-web.cisco.com/16ffu-IABXYhPShOppAn2i6WDVykiJoWDonBUXN3ueIxAOiscrff7I2kw6_9oqxdzcvL9EbdKgx8aGqMK1k0XreEykNTQYmbmAoz_gW8yiuoh1Y2DCBAszniKVj6uEfqj4_N-rQoIMlSVo7dcSYPD-KEFGi5lYoLHefok7zvfjRayIlL9l2-0LK0oXZymbyGFTWzMKFuTqrYtILLQL7Y-xMw1oOrPjq9-yNHeLNSx8oJy3mx0Fs8q4Yq6Y04LrkiPaZ8ksIOgh35H50mXAavSJsD-qJbjSiF2nkDD-CL8uqj1arY0LnX5otXH1yuE27WUgHrbMzUf8jQPUCT2mkXZTGr355yKMtC4xPYkxnU27f180hgvKbq-eb7qPJcpox0O/https%3A%2F%2Fjobs.disneycareers.com%2Fbenefits

申請

關於Partners Federal Credit Union:

超過 50 年，Partners Federal Credit Union 向我們超過 125,000 名會員履行了 Partners Difference ，提供最高水平的服務、價值、造訪以及便利。加上，您在最大銀行會發現的各種金融產品，包括儲蓄、支票、貸款、財富管理和最新的創新賬戶存取。並且始終以獨家的方式連接 The Walt Disney Company 確保銀行業的質量水平。Partners 確實是為演藝人員提供服務的員工，建立與其他金融機構無法匹配的真正聯繫與服務承諾。加入並探索 Partners，我們永久尊重會員資格 — 因為會員可以在每個階段有信心地依靠我們。因為我們與 The Walt Disney Company 的關係緊密，在 Partners 工作的每個人也是 Disney 演藝人員／員工。

關於 The Walt Disney Company:

Walt Disney Company 連同其子公司和聯營公司，是領先的多元化國際家庭娛樂和媒體企業，其業務主要涉及三個範疇：Disney Entertainment、ESPN 及 Disney Experiences。Disney 在 1920 年代的起步之初，只是一間卡通工作室，至今已成為娛樂界的翹楚，並昂然堅守傳承，繼續為家庭中每位成員創造世界一流的故事與體驗。Disney 的故事、人物與體驗傳遍世界每個角落，深入人心。我們在 40 多個國家/地區營運業務，僱員及演藝人員攜手協力，創造全球和當地人們都珍愛的娛樂體驗。

這個職位隸屬於 Disney Enterprises, Inc.，其所屬的業務部門是 Partners Federal Credit Union。

Disney Enterprises, Inc. 是提供平等就業機會的僱主。求職者都會獲得聘僱考量的機會，不分種族、宗教、膚色、生理性別、性傾向、社會性別、性別認同、性別表達、原國籍、血統、年齡、婚姻狀態、軍人或退伍軍人身份、醫療狀況、遺傳資訊或殘疾狀況、或者聯邦、州級或地方法律所禁止的其他任何基本特徵。Disney 提倡讓所有人的想法和決策都有助我們發展、創新、創造最好故事的商業環境，並與瞬息萬變的世界息息相關。

就業申請的殘疾便利安排

The Walt Disney Company 及其聯營公司是推動平等就業機會的僱主，歡迎所有求職者，包括殘疾人士及殘疾退伍軍人。如你是殘疾人士，並需要合理便利安排以搜尋職位空缺或申請職位，請將要求發送至Candidate.Accommodations@Disney.com。本電郵地址不擬用於一般僱傭查詢或通訊。我們只會回應與網上申請系統殘疾人士無障礙功能相關的要求。

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