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Member Service Representative II

Aplicar ahora Aplique más tarde Job ID 10093270 Ubicación Anaheim, California, Estados Unidos Business Partners Federal Credit Union Fecha de publicación 14/06/2024

Detalles del empleo:

This position is a “front line” representative for Partners Federal Credit Union whose main responsibility is to interact and develop long term profitable relationships with our Members by determining their financial needs and presenting and offering the best financial solution. Works within the sales and support teams for the achievement of Member satisfaction, revenue generation, and long-term account goals in line with company vision and values. In addition, the Member Service Representative is responsible for interaction with Members face-to-face and by telephone, providing friendly, efficient, quality service and accurate information. Follows all Credit Union policies and procedures.

  • Builds trust, values others, communicates effectively, drives execution, fosters innovation, focuses on the Member, collaborates with others, solves problems creatively and demonstrates high integrity.
  • Responsible for identifying and building a network of Member contacts through qualified leads, referrals, telephone canvassing and face to face interaction with the purpose of creating financial opportunities.
  • Use Objective Based Selling with all Members.
  • Outbound calling for Member Service and Sales, following the 2/2/2 program.
  • Processes new Memberships by opening accounts and new service requests such as additional share accounts, savings services, checking, money market, certificates, IRAs, referrals, etc.
  • Proficient knowledge of branch and PFCU business processes to anticipate potential issues and effectively communicate to your manager any and all problems that may arise.
  • Assumes ownership and responsibility in all areas of your role, including assigned task and projects
  • Ensures that all Members' needs are met and commitments to them are kept; every member every time, while providing "5 Star Member Service", every time.
  • Assists the department by completing projects and reports related to the department; provides suggestions to streamline department and credit union operations.
  • Processes account/loan documents from start to finish and meets or exceeds quality control standards as outlined in the policy, including CIP,OFAC, Chexsystems, etc.
  • Maintains a high degree of flexibility in support of branch needs.
  • Performs other related duties as assigned or requested.

Education Level: High School or GED (Required)

Years of Relevant Work Experience: 1+ Years

Language Skills: Spanish (preferred)

Certifications

NMLS Certification (Preferred)

Required Skills

  • Ability to use a personal computer and related software applications including Microsoft Outlook.
  • One year financial and sales experience is required.
  • Excellent member service and conflict resolution skills
  • Effective sales skills
  • Strong problem solving skills
  • Clear and open communication skills
  • Flexible; easily adapts to change
  • Strong time-management skills & ability to multi-task
  • Responsible; takes initiative and works independently
  • Strong teamwork skills

Preferred Skills
Bachelor Degree

Experience with Episys

Experience with Springboard

Experience with Verafin

The pay rate for this role in California is $20.46 to $28.13 per hour. 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://secure-web.cisco.com/16ffu-IABXYhPShOppAn2i6WDVykiJoWDonBUXN3ueIxAOiscrff7I2kw6_9oqxdzcvL9EbdKgx8aGqMK1k0XreEykNTQYmbmAoz_gW8yiuoh1Y2DCBAszniKVj6uEfqj4_N-rQoIMlSVo7dcSYPD-KEFGi5lYoLHefok7zvfjRayIlL9l2-0LK0oXZymbyGFTWzMKFuTqrYtILLQL7Y-xMw1oOrPjq9-yNHeLNSx8oJy3mx0Fs8q4Yq6Y04LrkiPaZ8ksIOgh35H50mXAavSJsD-qJbjSiF2nkDD-CL8uqj1arY0LnX5otXH1yuE27WUgHrbMzUf8jQPUCT2mkXZTGr355yKMtC4xPYkxnU27f180hgvKbq-eb7qPJcpox0O/https%3A%2F%2Fjobs.disneycareers.com%2Fbenefits.


The pay rate for this role in California is $20.46 to $28.13 per hour. The base pay actually offered may vary depending on the candidate’s geographic region, job-related 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, dependent on the level and position offered. To learn more about our benefits visit: https://jobs.disneycareers.com/benefits.


Acerca de Partners Federal Credit Union:

Durante más de 50 años, Partners Federal Credit Union ha brindado la diferencia Partners a nuestros más de 125 000 miembros, con los más altos niveles de servicio, valor, acceso y conveniencia. Además, encontrará una amplia gama de productos financieros en los bancos más grandes, incluido cuentas de ahorros, cuentas corrientes, préstamos, administración de patrimonio y lo último en acceso a cuentas innovadoras. Y siempre con una conexión exclusiva con The Walt Disney Company que garantiza un nivel de calidad sin igual en la banca. Partners no es otra cosa que miembros del elenco ayudando a miembros del elenco, creando un vínculo genuino y un compromiso de servicio que ninguna otra institución financiera puede igualar. Únase y descubra que en Partners, honramos la membresía de por vida, porque los miembros pueden poner su confianza en nosotros, en cada etapa del camino. Y debido a nuestra conexión con The Walt Disney Company, cada persona que trabaja para Partners también es miembro del elenco/empleado de Disney.

Acerca de The Walt Disney Company:

The Walt Disney Company, junto con sus subsidiarias y afiliadas, es una empresa internacional diversificada líder en entretenimiento familiar y medios de comunicación que incluye tres segmentos comerciales principales: Disney Entertainment, ESPN y Disney Experiences. Desde sus humildes comienzos como estudio de dibujos animados en la década de 1920 hasta su reconocido nombre en la industria del entretenimiento en la actualidad, Disney continúa con orgullo su legado de crear historias y experiencias de clase mundial para toda la familia. Las historias, los personajes y las experiencias de Disney llegan a consumidores e invitados de todos los rincones del mundo. Con operaciones en más de 40 países, nuestros empleados y miembros del elenco trabajan juntos para crear experiencias de entretenimiento que sean apreciadas a nivel local y global.

Este puesto es en Walt Disney Parks and Resorts U.S., Inc. , que forma parte de una empresa comercial que denominamos Partners Federal Credit Union.

Walt Disney Parks and Resorts U.S., Inc. es un empleador que ofrece igualdad de oportunidades. Los solicitantes de empleo serán considerados independientemente de la raza, el color, la religión, el sexo, la nacionalidad, la orientación sexual, la identidad de género, la discapacidad o la condición de veterano protegido. Disney aboga por un entorno comercial donde las ideas y las decisiones de todas las personas nos ayuden a crecer, innovar, crear las mejores historias y ser relevantes en un mundo en constante evolución.

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