Member Consultant II
Candidate-se agora mesmo! Candidatar-se depois Job ID 10103515 Local Glendale, Califórnia, Estados Unidos Empresa Partners Federal Credit Union Data da publicação 22/11/2024Descrição do cargo:
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
Sobre Partners Federal Credit Union:
Há mais de 50 anos, o Partners Federal Credit Union oferece a The Partners Difference para os nossos mais de 125.000 integrantes, com os mais altos níveis de serviço, valor, acesso e conveniência. Além disso, um conjunto completo de produtos financeiros que você encontrará nos maiores bancos, incluindo economia, verificação, empréstimos, gestão de patrimônio e o mais recente em acesso inovador à conta. E sempre com uma conexão exclusiva para a The Walt Disney Company que garante um nível de qualidade insuperável em serviços bancários. Os parceiros são, na verdade, funcionários Disney que atendem os funcionários Disney, criando um vínculo e compromisso genuínos com o serviço que nenhuma outra instituição financeira pode igualar. Junte-se e descubra que, no Partners, honramos a associação por toda a vida, porque os integrantes podem confiar em nós em cada etapa do serviço. E, por causa da nossa conexão com a The Walt Disney Company, cada pessoa que trabalha para o Partners também é um funcionário Disney.
Sobre The Walt Disney Company:
A The Walt Disney Company, juntamente com suas subsidiárias e afiliadas, é uma líder diversificada em entretenimento familiar e mídia internacional que inclui três segmentos principais de negócios: Disney Entertainment, ESPN e Disney Experiences. Desde seus primeiros passos como um estúdio de desenho animado na década de 1920 até se tornar o atual nome de destaque na indústria do entretenimento, a Disney orgulhosamente dá continuidade a seu legado de criação de histórias e experiências de padrão internacional para toda a família. As histórias, personagens e experiências da Disney tocam consumidores e visitantes de todas as partes do mundo. Com operações em mais de 40 países, nossos funcionários e colaboradores trabalham juntos para criar experiências de entretenimento adoradas por todos.
Esta vaga é oferecida junto à Disney Enterprises, Inc., que é parte de um segmento de negócios que chamamos de Partners Federal Credit Union.
Disney Enterprises, Inc. é um empregador de oportunidades iguais. Os candidatos serão selecionados para emprego independente de raça, religião, cor, sexo, orientação sexual, gênero, identidade de gênero, expressão de gênero, nacionalidade, ancestralidade, idade, estado civil, status militar ou de veterano, quadro clínico, informações genéticas ou deficiência, ou qualquer outro motivo proibido por lei federal, estadual ou local. A Disney defende um ambiente de negócios em que ideias e decisões de todas as pessoas nos ajudam a crescer, inovar, criar as melhores histórias e ser relevantes em um mundo em constante evolução.