Katella Member Experience Professional II - Branch

Member Experience Professional II

Love what you do. We are a mission driven credit union that strengthens the financial well-being of our members, and our work begins with our people. Sponsored by The Walt Disney Company, we carry forward a legacy of service, creativity, and community. We offer a comprehensive total rewards package, meaningful development opportunities, and an inclusive culture where every employee contributes, grows, and thrives. Your work creates real impact, and you have the support to build a career you truly love.

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 Partners 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
• Outbound Member Service and Sales
• Transaction Processing
• Member Needs and Financial Solutions
• Cross-Selling and Promotion
• Loan Processing and Mentorship
• Product Knowledge and Member Education
• Membership Account Management
• Quality Control and Compliance
• Branch Operations and Notary Responsibilities

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
• 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 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 $24.00 to $33.98 hourly. 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. This role may also be eligible for additional compensation such as a bonus or long-term incentive units. Most roles at Partners are also eligible for our Annual Incentive Plan (AIP), which rewards employees for individual contributions and our collective success. While AIP is not guaranteed, it reflects our commitment to recognizing meaningful impact and shared results. Partners offers a comprehensive benefits package that includes medical, dental, vision, retirement benefits, paid time off, and other employee programs that support well-being and growth. To learn more about our benefits visit: