Member Education & Development Advocate I

Job Description

Job Description

Love What You Do.
We are a mission-driven credit union dedicated to strengthening the financial well-being of our members—and that work begins with our people. Through our relationship with The Walt Disney Company, employees have access to world-class benefits, programs, and unique experiences that enhance both work and life. Combined with a comprehensive Total Rewards package, meaningful development opportunities, and an inclusive culture, you’ll find the support to grow, contribute, and build a career you truly love.

To learn more about our benefits visit: 

The Education and Development team plays a pivotal role in driving the Credit Union's growth and engagement strategies by executing targeted business development, marketing, and financial education initiatives. The ideal candidate will possess a proven track record in consultative sales, relationship management, and business development, with an ability to forge long-term strategic partnerships within our sponsor organization, The Walt Disney Company. This role will contribute to the Credit Union’s strategic objectives by promoting financial well-being through engaging events, workshops, and personalized member interactions. As a Member Education & Development Advocate (MEDA), this role plays an integral part in growing the Credit Union’s presence within some of the world’s most iconic entertainment organizations. This is a high-visibility, impactful role requiring the knowledge and skills to drive business growth and brand awareness in Orlando. The person fulfilling this role is required to operate in a dynamic, fast-paced environment and build impactful relationships that have long-lasting effects on the Credit Union’s ability to serve its members. This role is an excellent fit for a dynamic, self-driven individual who enjoys networking, educating, and contributing to the growth of a Credit Union. If you are passionate about financial literacy and eager to help members achieve their financial goals while expanding a growing Credit Union in the Orlando market area we’d love to hear from you!

Essential Responsibilities:

• Represent the Credit Union at Sponsor Events:
  • Take charge of the marketing and day-of execution for key Partner-Sponsored Resource Fairs, and table activations, ensuring the Credit Union’s presence is impactful and engaging. You’ll interact with existing and prospective members to increase brand awareness, drive membership growth, and foster long-term loyalty. You’ll also handle logistics before and after events to ensure flawless execution. Elevate Relationship Building and Advocacy:
  • Establish and nurture deep relationships with key contacts within sponsor organizations and the broader community, cultivating influential advocates for the Credit Union’s brand. Your strategic networking efforts will ensure that the Credit Union is top-of-mind for both members and potential members.
• Engage New Hires and Create Awareness:
  • Represent the Credit Union at new hire orientations by delivering compelling presentations on Credit Union products, services, and membership benefits. Promote branch locations and digital platforms to ensure new employees are aware of all available offerings from day one.
• Product Knowledge and Promotion:
  • Possess and continually enhance your understanding of the Credit Union’s full range of products and services. Use your consultative sales skills to educate and encourage both cast members and potential members to take advantage of offerings that align with their financial needs. Drive awareness and usage of digital channels and branch services.
• Referral Process Management:
  • Post-event, you will ensure all leads and referrals are promptly passed to the appropriate teams, such as PRWM, PHM, and Branch/Digital Teams, for follow-up within 24-48 hours. Your attention to detail will ensure smooth transition and follow-through on opportunities.
• Track Business Development Metrics:
  • Track and report on all business development and educational activities, using data to analyze outcomes and identify areas for future growth. Reporting should be completed promptly (within 24 hours of event activation) to maintain the accuracy of performance metrics.
• Ensure High-Quality Brand Representation:
  • Collaborate with the Marketing team to maintain consistency in branding and messaging across all events. You will ensure marketing materials meet the highest standards and are delivered in a timely manner for each event.

Minimum Education Required to Perform Job:
High School Diploma or GED

Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire:
0 to 2 years

Other Skills and Abilities:

• Demonstrated experience in sales or relationship management, with the ability to engage with individuals at various levels of an organization to understand their needs and deliver tailored solutions. An entrepreneurial, self-starter mindset is essential, with the ability to work independently and strategically to drive business growth and long-term member retention.
• Exceptional networking and relationship-building skills, with the ability to cultivate deep partnerships across diverse community and business sectors. You will be an influential figure in the Orlando market area, known for your ability to drive strategic initiatives that benefit the Credit Union.
• Strong interpersonal and communication skills, with the ability to build rapport, foster relationships, and represent the Credit Union professionally in all interactions. Networking with key stakeholders and partners within the Orlando Disney community is essential to success.
• A background in financial education, financial institutions, or a related field is preferred. You must have a passion for helping others achieve financial wellness and be comfortable leading both group sessions and one-on-one financial coaching.
• Excellent time management skills with the ability to juggle multiple tasks and deadlines. Ensure all event logistics, reporting, and follow-up are handled efficiently and accurately.
• Willingness to routinely approach individuals you do not know.
• Demonstrated history of initiative.
• Strong verbal and written communication skills
• Ability to stay and stand at a table/event for extended periods of time
• Demonstrated experience in a proactive face-to-face sales environment
• Knowledge and understanding of Credit Union products and services
• Demonstrated follow-through skills
• Strong verbal, interpersonal and listening skills
• Attention to detail
• Proven experience in business development, event facilitation, or a similar role.
• Workshop facilitation and public speaking

Shift Work:  Work environment will consistently change. Events will be held at various work locations indoors and outdoors and at various times of the day and days of the week, including some weekends.

Discretion/Latitude:   Works under general direction, applying professional knowledge to manage work and address day-to-day challenges. Exercises sound judgment and moderate discretion, escalating more complex issues as needed.

Typical Interactions:

• Members
• Coworkers
• Department Leaders
• Vendors
• The Walt Disney Company

Physical Demands & Environmental/Working Conditions:
This position requires the ability to:

• move self in different positions to accomplish tasks in various environments including tight and confined spaces
• remain in a stationary position, often standing or sitting for prolonged periods
• adjust or move objects up to 15 pounds in all directions
• perform repeat motions that may include the wrists, hands, and/or fingers
• use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together
• verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly
• hear average or normal conversations and receive ordinary information
• prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity.

Disclaimer
The information contained in this job description has been designed to indicate the general nature and level of work performed by employees 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 employees assigned to this job.

The hiring range for this position in Florida is $51,200 to $76,800 per year. 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:

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