Member Consultant II en DISNEY Skip Navigation
The Walt Disney Company. Be you. Be here. Be part of the story.

Be Part of the Story

Member Consultant II

Aplicar ahora Aplique más tarde Job ID 10092625 Ubicación Lake Buena Vista, Florida, Estados Unidos Business Partners Federal Credit Union Fecha de publicación 10/07/2024

Detalles del empleo:

This position performs all the functions of branch operations and sales, including consumer lending, new accounts, front- desk and teller services. He/she is responsible for balancing each day’s transactions, verifies cash totals and other cash function related to the members requests. He/she will actively promote and cross-sell. Partners’ products and services. The Member Consultant must display a welcoming and positive demeanor at all times with the membership and co-workers while maintaining professional and ethical service standard set by Partners.

  • 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.
  • Proven ability to achieve and maintain individual sales targets
  • Ensures that all Members' needs are met and commitments to them are kept; providing "5 Star Service, to every member, every time.
  • Originate and processes consumer loans, from start to finish, meeting all quality control standards as outlines in policy.
  • Ensures that all teller functions are correctly performed and are in accordance with established policies and procedures. Ensures that all security procedures are followed.
  • Performs teller paying and receiving functions as required. Receives share deposits and loan payments. Prepares proper receipts.
  • Balances cash drawer daily (when used)
  • Supports the credit union's objective and promotions by encouraging the use of multiple products and services to meet the Member's financial needs.
  • Has thorough knowledge of the consumer loan process and utilizes lending authority to approve or deny loans within assigned authority level.
  • Subject matter expert level of product knowledge to communicate features and benefits of all Credit Union products and services. Educate Members on how to become financially responsible.
  • Assumes ownership and responsibility in all areas of your role, including assigned task and projects.
  • Processes new Memberships by opening accounts and new service requests such as additional share accounts, savings services, checking, money market, certificates, IRAs, referrals, etc., meeting all quality control standards as outlines in policy ( CIP, OFAC, Chexsystems). Ensure compliance with the 2/2/2 Program.
  • Ensures that all Members' needs are met and commitments to them are kept; every member every time.
  • Assists the department by completing projects and reports related to the department; provides suggestions to streamline department and credit union operations.
  • Be knowledgeable of branch and PFCU business processes to anticipate potential issues and effectively communicate to your manager any and all problems that may arise.
  • Performs other related duties as assigned or requested.

Education Level: High School or GED (Required)

Years of Relevant Work Experience: 3-5 years

Language Skills: Spanish (preferred)

Certifications

NMLS Certification (Required)
CA Notary (Preferred)

Skills/Training

Ability to use a personal computer and related software applications including Microsoft Outlook (Required).

Bachelor Degree (Preferred)

Experience using Episys (Preferred)

Experience using Springboard (Preferred)

Experience using Verafin (Preferred)

Additional Experience Required

• Two years 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

• Cash Handling Experience

The hiring range for this role in California is $20.46-$28.13 per hour.



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.

Aplicar ahora Aplique más tarde

MIRE NUESTROS TRABAJOS

Regístrese para recibir nuevas alertas de trabajo e información de la compañía según sus preferencias

Specify LocationsSeleccione una categoría a partir de la lista. Haga su elección a partir de las opciones propuestas. Por último, haga clic en "Añadir" para crear su alerta.