Member Experience Specialist II: Financial Solutions & Service

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

Job summary

Partners Federal Credit Union in California seeks a results-driven Member Experience Professional II to deliver exceptional financial services to members. The role focuses on outbound calls, cross-selling products, and processing a wide range of financial transactions while mentoring teammates.

With expert knowledge of credit union products, you will educate members on financial responsibility, handle new memberships and accounts, and ensure compliance with CIP, OFAC, ChexSystems, and related

Qualifications

• High School or GED is required.
• 3 to 5 years relevant work experience.
• Spanish language preferred.
• CA Notary and NMLS Certification required.
• Experience with Episys, Springboard, and Verafin preferred.

Responsibilities

• Lead Generation and Networking.
• Outbound Member Service and Sales.
• Transaction Processing.
• Member Needs and Financial Solutions.
• Cross-Selling and Promotion.
• Loan Processing and Mentorship.
• Product Knowledge and Member Education.
• Membership Account Management.
• Quality Control and Compliance.
• Branch Operations and Notary Responsibilities.

Skills

Member service

Sales skills

Communication

Problem solving

Time management

Teamwork

Spanish language

Education

High School or GED

CA Notary

NMLS Certification

Tools

Microsoft Outlook

Episys

Springboard

Verafin

Job description

Partners Federal Credit Union in California seeks a results-driven Member Experience Professional II to deliver exceptional financial services to members. The role focuses on outbound calls, cross-selling products, and processing a wide range of financial transactions while mentoring teammates.

With expert knowledge of credit union products, you will educate members on financial responsibility, handle new memberships and accounts, and ensure compliance with CIP, OFAC, ChexSystems, and related