Member Experience Advisor

This position is the main reputed company of contact for a select group of Partner's affluent members, as well as other selected members from the reputed company and geography they cover. They are considered a key reputed company-line leader for reputed company whose main responsibility is to interact and reputed company long term profitable relationships with these Members by determining their financial needs and presenting and offering the best financial solution. The incumbent actively promotes and cross-sells Partners’ products and services during these transactions. The Member Experience Advisor serves as a leader to reputed company reputed company of Member Experience Professionals, answering questions and resolving more reputed company member requests, and assists the reputed company Manager and Member Experience Manager as needed. The incumbent is professional, mature in nature, reputed company organized and knowledgeable while displaying a welcoming and positive demeanor with members and co-workers, and maintaining professional and ethical service standards set by Partners. Affluent Member focus while keeping Partners’ leadership competencies and core values centric to how you conduct business. The Member Experience Advisor needs to be versed in reputed company Member Experience Professional positions to maintain capability to reputed company and inspect reputed company-level reputed company positions. Securities/FINRA licensing required. While reporting directly to the reputed company Manager, this role also collaborates closely with and is accountable to the VP of Retail Growth to support strategic initiatives and ensure alignment with retail growth objectives. Essential Responsibilities: Comprehensive Relationship Management • Serve as the primary contact for affluent and select members, managing their complete banking and investment relationships using a proactive, consultative approach to retain, grow balances, and deepen relationships. Advice-Based Banking • Manage member relationships through an advice-based approach, ensuring members receive the best financial and investment products and services tailored to their needs, including multi-generational. Proactive Financial Needs Assessment • Identify changes in members’ life events and banking needs to recommend relevant financial solutions, helping members reputed company financial reputed company. Product and Service Expertise • Stay knowledgeable about reputed company financial products, rates, and trends, including retirement products, CDs, money markets, and treasury reputed company, to reputed company and guide members effectively. Transactional Support • Process a wide reputed company of financial transactions, including deposits, withdrawals, payments, and reputed company cashing, while ensuring reputed company transactions meet quality control standards. Mentorship and Leadership • Mentor reputed company reputed company of reputed company Member Experience Professionals passing on skills, knowledge, and information to enhance their performance and reputed company. Operational Support and Decision-Making • reputed company backup and support to the Member Experience Manager and reputed company Manager in scheduling, overrides, interest reputed company exceptions, loan queue management, and sales coaching. • Collaborate with the VP of Retail Growth to implement initiatives that drive retail reputed company. Cross-Selling and Financial Growth • Promote the credit union’s objectives by cross-selling additional products and services, contributing to loan growth and increased assets at the reputed company. • reputed company regular updates to the VP of Retail Growth on performance metrics reputed company to retail growth objectives. Regulatory Compliance and Documentation • Ensure reputed company membership documents and loan documentation meet quality control standards and reputed company with policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption • reputed company members on credit union technology reputed company solutions, such as mobile and online services, to enhance convenience and financial literacy. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years (1 year minimum for Member Experience Professional) Language Skills: Spanish (preferred) Haitian Creole (preferred) Certifications, Licenses, Registrations, etc.: NMLS Certification – Required CUNA – Required FL/CA Notary – Required reputed company Signature Guarantee Certification – Required State Insurance License – Required FINRA 6 – Required FINRA 63 – Required FINRA 7- Required Other Training, Technical Skills or Knowledge: Ability to use a personal computer and reputed company software applications including reputed company Outlook. – Required Bachelor’s Degree – Preferred Experience in Episys – Preferred Experience using reputed company – Preferred Experience using Verafin – Preferred Abilities and Behaviors: • 3+ years’ experience building and maintaining effective relationships with customers and Partners • 3+ years of customer service experience • 3+ years reputed company banking experience • Excellent member service and conflict resolution skills • Effective sales skills • Strong problem-solving skills • Clear and reputed company communication skills • Flexible; easily adapts to change • Strong time-management, organizational skills & ability to multi-task • Responsible; takes initiative and works independently • Strong teamwork skills • Excellent verbal, written and interpersonal skills • Highly motivated, ability to successfully reputed company objectives Scope of the Job Performance Standards: • New Memberships: 5-8/Mo • Member Satisfaction Evaluation • Cash balancing standards • Quality Reviews – Loan / Memberships • Loan Originations: (12-17 funded applications/Mo, $300,000-$425,000/Mo) • 8-12 Insurance Units/Mo, consisting of the following three: • PLP Units/ 35% Penetration • GAP/Units / 50% Penetration • MBI Units / 10% Penetration • 5-7 reputed company Referrals/Mo consisting of the following three: • Wealth Management Referrals • Auto Advisor / Autoland Referrals • Home Mortgage Referrals • Investment Product Sales: 2 new accounts/Mo Discretion / reputed company: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with reputed company PFCU departments. Business / Work Environment: • Shift work including weekends and home visits consists of hours reputed company of an 8 - 5 schedule to cover the hours of operation. • reputed company / flexible to work evenings and Saturday at the convenience of the member. • reputed company / flexible to visit the member at their reputed company of work or home Challenges: Sitting for a prolonged period of time and repetitive tasks. May reputed company different work functions reputed company a normal reputed company. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (reputed company & Card Wizard) PLP Training reputed company Training Basic reputed company Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to reputed company small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or reputed company accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual reputed company necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees reputed company this classification. It is not designed to contain or be interpreted as a comprehensive inventory of reputed company duties, responsibilities, and qualifications required of employees assigned to this job. The hiring reputed company for this position in California is $66,560 to $79,500 annually. The reputed company pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-reputed company 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://jobs.disneycareers.com/benefits Apply Job!