Member Experience Professional II - Branch

Job Posting Title:

Member Experience Professional II - Branch

Req ID:

10152547

Job Description:

The Member Experience Professional II is a key role dedicated to delivering exceptional financial services and support to our credit union members. This position involves identifying and cultivating a network of member contacts through various channels to create financial opportunities and drive sales. Responsibilities include conducting outbound calls as part of the Partner’s Sales and Service Member program, processing a wide range of financial transactions, and proactively identifying changes in members' banking needs to recommend relevant financial solutions.

The Member Experience Professional II will also promote the credit union's objectives by cross-selling products and services, process consumer loans, and mentor other team members. With expert-level product knowledge, this role educates members on financial responsibility and manages new memberships and account services. Ensuring compliance with quality control standards, assisting with branch operations, and providing notary services and medallion signature guarantees are also essential duties. This position requires a high degree of flexibility and the ability to anticipate and address potential issues effectively.

Job Responsibilities:
Lead Generation and Networking
Identify and build a network of member contacts through qualified leads, referrals, telephone canvassing, and face-to-face interaction to create financial opportunities.
Outbound Member Service and Sales
Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive sales.
Transaction Processing
Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing for credit union members.
Member Needs and Financial Solutions
Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions.
Cross-Selling and Promotion
Promote the credit union's objectives and promotions through advisory skills and cross-selling additional products and services to deepen member relationships and enhance profitability.
Loan Processing and Mentorship
Process consumer loans, ensure loan documentation quality, and mentor other Member Experience Professionals in best practices.
Product Knowledge and Member Education
Use expert-level product knowledge to communicate features and benefits of credit union products and services, educating members on financial responsibility.
Membership Account Management
Process new memberships, open accounts, and handle service requests such as additional share accounts, savings services, checking, money market, and certificates.
Quality Control and Compliance
Ensure all membership documents meet quality control standards, including CIP, OFAC, ChexSystems, etc.
Branch Operations and Notary Responsibilities
Assist Member Experience Manager with the Internal Verification Program, complete departmental projects and reports, maintain flexibility to support branch needs, and perform notary services and medallion signature guarantees.
KNOWLEDGE & SKILLS

Education Level:
High School or GED (required)

Years of Relevant Work Experience:
3 to 5 years

Language Skills:
Spanish (Preferred)

Certifications, Licenses, Registrations, etc.:
CA Notary - Required
NMLS Certification - Required
Medallion Signature Guarantee Certification – Preferred

Other Training, Technical Skills, or Knowledge:
Ability to use a personal computer and related software applications including Microsoft Outlook. - Required
Experience using Episys - Preferred
Experience using Springboard - Preferred
Experience using Verafin - Preferred
Abilities and Behaviors:
Excellent member service and conflict resolution skills
Effective sales skills
Strong problem-solving and decision making skills
Clear and open communication skills
Flexible; easily adapts to change
Strong time-management skills & ability to multi-task
Organized; good time manager
Responsible; takes initiative and works independently
Strong teamwork skills
Two years’ experience in the financial industry and credit unions is required.
Two years’ experience in teller cash handling and cash dispense machines is required.
Experience in sales is preferred.
Previous supervisory experience preferred
Business/Work Environment:
Shift work including weekends consists of hours outside of an 8 - 5 schedule to cover the hours of operation

Other:
 

Disclaimer
The information contained in this job description has been designed to indicate the general nature and level of work performed by cast members within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of cast members assigned to this job.

The hiring range for this position in California is $20.04 to $30.06. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.

Job Posting Segment:

Credit Unions

Job Posting Primary Business:

Partners! Federal Credit Union

Primary Job Posting Category:

Banking

Employment Type:

Full time

Primary City, State, Region, Postal Code:

Anaheim, CA, USA

Alternate City, State, Region, Postal Code:

Date Posted:

2026-08-30