Member Consultant II
Postuler maintenant Postuler ultérieurement Job ID 10103515 Emplacement Glendale, Californie, États-Unis Entreprise Partners Federal Credit Union Date de publication 22/11/2024Résumé du poste:
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
Sur Partners Federal Credit Union:
Depuis plus de 50 ans, Partners Federal Credit Union a livré la Différence Partners à nos plus de 125 000 membres, avec les niveaux de service, de valeur, d’accès et de commodité les plus élevés. De plus, une gamme complète de produits financiers que vous trouverez dans les plus grandes banques, y compris l’épargne, les chèques, les prêts, la gestion de patrimoine et l’avant-garde en matière d’accès au compte innovant. Et toujours avec une connexion exclusive à The Walt Disney Company qui garantit un niveau de qualité inégalé dans le secteur de la banque. Partners, c’est véritablement des Cast Members au service des Cast Members, créant un lien authentique et un engagement envers le service qu’aucune autre institution financière ne peut égaler. Rejoignez-nous et découvrez que chez Partners, nous honorons l’adhésion à la vie, car les membres peuvent compter sur nous en toute confiance à chaque étape de la vie. Et grâce à notre connexion à The Walt Disney Company, toute personne travaillant pour Partners est également un Cast Member/employé de Disney.
Sur The Walt Disney Company:
The Walt Disney Company, ainsi que ses filiales et sociétés affiliées, forme l’une des principales entreprises internationales diversifiées de divertissement familial et de médias. Elle comprend trois secteurs d'activités essentiels : Disney Entertainment, ESPN et Disney Experiences. Depuis ses modestes débuts en tant que studio de dessins animés dans les années 1920 jusqu’à son statut de référence actuel dans le secteur du divertissement, Disney poursuit fièrement sa tradition de création d’histoires et d’expériences exceptionnelles pour tous les membres de la famille. Les histoires, les personnages et les expériences de Disney touchent les consommateurs et les visiteurs du monde entier. À travers nos activités présentes dans plus de 40 pays, nos employés et cast members collaborent pour créer des expériences de divertissement appréciées à la fois au niveau universel et local.
Le poste est rattaché à Disney Enterprises, Inc. , qui fait partie d’une entreprise que nous appelons Partners Federal Credit Union.
Disney Enterprises, Inc. est un employeur qui souscrit au principe d’égalité des chances à l’emploi. Les candidat(e)s seront pris(es) en considération pour un emploi sans distinction de race, de religion, de couleur, de sexe, d’orientation sexuelle, de genre, d’identité de genre, d’expression de genre, d’origine nationale, d’ascendance, d’âge, d’état matrimonial, de statut militaire ou d’ancien combattant, d’état de santé, d’informations génétiques ou de handicap, ou de tout autre motif interdit par la loi fédérale, étatique ou locale. Disney défend un environnement commercial où les idées et décisions de tous et toutes nous aident à grandir, innover, créer les meilleures histoires et être pertinents dans un monde en évolution constante.