Member Experience Specialist II

Partners Federal Credit Union; Lake Buena Vista (FL); On-site; USD 28,000 - 41,000; Full time

Job summary

Partners Federal Credit Union is seeking a Member Experience Professional II in Florida to deliver exceptional financial services, process transactions, and identify opportunities for solutions. You will also mentor team members, assist with branch operations, and perform notary tasks as required.

The role emphasizes outbound calls, cross-selling, and accurate documentation, with a focus on member satisfaction and sales growth in a dynamic, service-driven environment.

Qualifications

• High School or GED required.
• 3–5 years of relevant financial industry experience.
• Spanish language skills preferred.
• Experience with branch operations and notary services is a plus.

Responsibilities

• Identify and build a network of member contacts through qualified leads, referrals, telephone canvassing, and face-to-face interaction.
• Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive sales
• Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing for credit union members.
• Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions.
• 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.
• Process consumer loans, ensure loan documentation quality, and mentor other Member Experience Professionals in best practices.
• Use expert-level product knowledge to communicate features and benefits of credit union products and services, educating members on financial responsibility.
• Process new memberships, open accounts, and handle service requests such as additional share accounts, savings services, checking, money market, and certificates.
• Ensure all membership documents meet quality control standards, including CIP, OFAC, ChexSystems, etc.
• Assist with Internal Verification Program and notary/medallion responsibilities as needed.

Skills

Member service

Sales skills

Communication

Problem solving

Time management

Teamwork

Initiative

Adaptability

Relationship building

Conflict resolution

Education

High School or GED

Tools

Microsoft Outlook

Episys

Springboard

Verafin

Job description

Partners Federal Credit Union is seeking a Member Experience Professional II in Florida to deliver exceptional financial services, process transactions, and identify opportunities for solutions. You will also mentor team members, assist with branch operations, and perform notary tasks as required.

The role emphasizes outbound calls, cross-selling, and accurate documentation, with a focus on member satisfaction and sales growth in a dynamic, service-driven environment.