Member Experience & Financial Solutions Advisor

Partners Federal Credit Union; Lake Buena Vista (FL); On-site; USD 25,000 - 41,000; Full time

Job summary

Partners Federal Credit Union is seeking a Member Experience Professional II in Florida. You will engage with members via outbound calls, process financial transactions, and identify opportunities to offer products and services that meet members' needs.

The role emphasizes service excellence, cross-selling, and mentoring teammates in a fast-paced environment. The position requires a high school diploma or GED, 3–5 years of relevant experience, and the ability to use standard office software.

Qualifications

• High School or GED is required.
• Two to five years of relevant financial industry experience preferred.
• Spanish language skills preferred.

Responsibilities

• Lead generation and networking to build a network of member contacts.
• Outbound calling as part of the program to drive sales and service.
• Process a wide range of financial transactions for members.
• Identify changes in members' banking needs to recommend solutions.
• Cross-sell products and services to deepen member relationships.
• Mentor other team members in best practices and service quality.

Skills

Excellent member service

Conflict resolution

Sales skills

Problem-solving

Time management

Organization

Teamwork

Clear communication

Spanish (preferred)

Education

High School or GED (required)

Tools

Episys

Springboard

Verafin

Microsoft Outlook

Job description

Partners Federal Credit Union is seeking a Member Experience Professional II in Florida. You will engage with members via outbound calls, process financial transactions, and identify opportunities to offer products and services that meet members' needs.

The role emphasizes service excellence, cross-selling, and mentoring teammates in a fast-paced environment. The position requires a high school diploma or GED, 3–5 years of relevant experience, and the ability to use standard office software.