I-drive Member Experience Professional Ii - Branch

Partners Federal Credit Union

Lake Buena Vista, FL, United States
Base: $20.04 to $30.06 ph; bonus/equity: eligible ...
On-site
3 to 5 years relevant work experience
Two years financial industry experience
Teller cash handling experience required
Partners Federal Credit Union seeks a Member Experience Professional II to deliver exceptional financial services and support to members. The role involves generating leads, processing transactions, and promoting products, all while ensuring compliance and quality standards in a supportive and growth-oriented environment

Job Summary

  • The role is dedicated to delivering exceptional financial services and support to credit union members through various channels.
  • Employees will process a wide range of financial transactions, conduct outbound calls for sales, and mentor other team members.
  • Partners Federal Credit Union offers best-in-class benefits and perks as the exclusive credit union for The Walt Disney Company.

Matching Summary

Match Score: 85

Partners Federal Credit Union seeks a Member Experience Professional II to deliver exceptional financial services and support to members. The role involves generating leads, processing transactions, and promoting products, all while ensuring compliance and quality standards in a supportive and growth-oriented environment.

Salary

Base: $20.04 to $30.06 per hour; Bonus/Equity: Eligible for Annual Incentive Plan (AIP); Benefits: Medical, dental, vision, retirement, paid time off

Skills & Requirements

Must-have

  • 3 to 5 years relevant work experience
  • Two years financial industry experience
  • Teller cash handling experience required
  • Outbound calling and sales skills
  • Microsoft Outlook proficiency required

Nice-to-have

  • Spanish language skills preferred
  • Episys software experience preferred
  • Springboard software experience preferred
  • Verafin software experience preferred
  • Previous supervisory experience preferred

Key Requirements

  • High School or GED education
  • FL Notary certification required
  • NMLS Certification required
  • Medallion Signature Guarantee Certification preferred
  • Two years teller cash handling experience

Work Rights

Not specified

Tailored Resume

Cover Letter