Member Experience Pro II: Financial Solutions & Service

Partners Federal Credit Union; Burbank (CA); On-site; USD 33,000 - 47,000; Full time

Job summary

Partners Federal Credit Union is seeking a Member Experience Professional II in California. The role focuses on delivering exceptional financial services, identifying member needs, and promoting products through outbound calls and cross-selling. You will process a wide range of transactions, assist with loans, and mentor teammates.

Requires High School or GED, 3–5 years of experience, and CPR? no; Spanish preferred. Notary or licenses not listed here.

Qualifications

• High School or GED required.
• 3–5 years of relevant work experience in financial services or credit unions preferred.
• Spanish language skills preferred.

Responsibilities

• Identify and build a network of member contacts to create financial opportunities.
• Conduct outbound calls as part of the Partners Sales and Service program to enhance member service and drive sales.
• Process deposits, withdrawals, transfers, payments, and other member transactions.
• Identify changes in members' banking needs and recommend relevant financial solutions.
• Cross-sell products and services to deepen member relationships and profitability.
• Process consumer loans and mentor other Member Experience Professionals.

Skills

Member service

Sales skills

Conflict resolution

Time management

Teamwork

Problem solving

Communication

Adaptability

Education

High School or GED

Tools

Episys

Springboard

Verafin

Microsoft Outlook

Job description

Partners Federal Credit Union is seeking a Member Experience Professional II in California. The role focuses on delivering exceptional financial services, identifying member needs, and promoting products through outbound calls and cross-selling. You will process a wide range of transactions, assist with loans, and mentor teammates.

Requires High School or GED, 3–5 years of experience, and CPR? no; Spanish preferred. Notary or licenses not listed here.