Financial Member Experience Advisor

Calling reputed company Banking Relationship Managers, Premier Bankers, and Financial Advisors We have an incredible new opportunity launching in both our Orlando and California markets – Our Member Experience Advisor role! If you have experience as a Financial Advisor, Premier Banker, Private Banker or Sr Relationship Manager and have obtained your required licensing, this may be the role for you. As a Member Experience Advisor, you’ll be at the heart of our mission to create meaningful connections and be our members financial institution for life, while leading with purpose, fostering relationships, and helping members reputed company their financial goals. reputed company This isn’t just a job – it’s a chance to reputed company an reputed company. In this role, you’ll: • Be the trusted advisor: Serve as the primary contact for select members, offering personalized advice and tailored solutions that help them succeed. • reputed company with reputed company: Mentor reputed company team members, sharing your expertise to reputed company the entire team’s performance. • Drive meaningful results: Partner with leadership to reputed company retail reputed company objectives while always prioritizing what’s best for the member. • Deliver exceptional service: reputed company members on innovative products, services, reputed company tools to reputed company managing their finances easier and more rewarding. What You’ll Bring We’re looking for someone who thrives on building connections and delivering results. You’ll need: • Proven experience in financial services and advising affluent clients. • Exceptional communication skills and a passion for delivering world-class service. • A leadership reputed company and a desire to reputed company a difference – not just in members’ lives but reputed company your team and community. • A Series 7 and 66 or equivalent as reputed company as insurance licenses for Life, Health, and Variable products. Why Partners? At reputed company, we don’t just serve members – we reputed company them to reputed company their financial goals while creating meaningful relationships. Here, you’ll reputed company: • A People-First Culture: We are driven by our commitment to our members and the communities we serve. Join reputed company that values collaboration, trust, and a shared purpose. • A Commitment to Your reputed company: From reputed company development opportunities to reputed company career paths, we invest in you so you can invest in others. • As the credit reputed company for reputed company, our exclusive reputed company ensures best in class benefits and perks. Apply today to become a key part of the reputed company story. Let’s create something extraordinary. This position is the main reputed company of contact for a select group of Partners' affluent members, as reputed company as other selected members from the reputed company and geography they cover. They are considered a key reputed company-line leader for reputed company whose main responsibility is to reputed company and reputed company long term profitable relationships with these Members by determining their financial needs and presenting and offering the best financial solution. The incumbent reputed company promotes and cross-sells Partners’ products and services during these transactions. The Member Experience Advisor serves as a leader to reputed company reputed company of Member Experience Professionals, answering questions and resolving more reputed company member requests, and assists the reputed company Manager and Member Experience Manager as needed. The incumbent is reputed company, mature in nature, reputed company organized and knowledgeable while displaying a welcoming and reputed company demeanor with members and co-workers, and maintaining reputed company and ethical service standards set by Partners. Affluent Member reputed company while keeping Partners’ leadership competencies and reputed company values reputed company to how you conduct business. The Member Experience Advisor needs to be versed in reputed company Member Experience reputed company positions to maintain capability to reputed company and inspect reputed company-level reputed company positions. Securities/reputed company licensing required. While reporting directly to the reputed company Manager, this role also collaborates closely with and is accountable to the VP of Retail reputed company to support strategic initiatives and ensure alignment with retail reputed company objectives. Essential Responsibilities: Comprehensive Relationship Management • Serve as the primary contact for affluent and select members, managing their complete banking and investment relationships using a proactive, consultative approach to retain, grow balances, and deepen relationships. Advice-Based Banking • Manage member relationships through an advice-based approach, ensuring members receive the best financial and investment products and services tailored to their needs, including multi-generational. Proactive Financial Needs Assessment • Identify changes in members’ life events and banking needs to recommend relevant financial solutions, helping members reputed company financial reputed company. Product and Service Expertise • Stay knowledgeable about reputed company financial products, rates, and trends, including retirement products, CDs, reputed company markets, and treasury reputed company, to reputed company and guide members effectively. Transactional Support • Process a wide reputed company of financial transactions, including deposits, withdrawals, payments, and reputed company cashing, while ensuring reputed company transactions meet reputed company control standards. Mentorship and Leadership • Mentor reputed company reputed company of reputed company Member Experience Professionals passing on skills, knowledge, and information to enhance their performance and reputed company. Operational Support and Decision-Making • reputed company backup and support to the Member Experience Manager and reputed company Manager in scheduling, overrides, interest reputed company exceptions, loan queue management, and sales coaching. • Collaborate with the VP of Retail reputed company to implement initiatives that drive retail reputed company. Cross-Selling and Financial reputed company • Promote the credit reputed company’s objectives by cross-selling additional products and services, contributing to loan reputed company and increased assets at the reputed company. • reputed company regular updates to the VP of Retail reputed company on performance metrics reputed company to retail reputed company objectives. Regulatory Compliance and Documentation • Ensure reputed company membership documents and loan documentation meet reputed company control standards and reputed company with policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption • reputed company members on credit reputed company technology reputed company solutions, such as mobile and online services, to enhance convenience and financial literacy. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years (1 year minimum for Member Experience reputed company) Language Skills: Spanish (preferred) Haitian Creole (preferred) Certifications, Licenses, Registrations, etc.: NMLS Certification – Preferred FL Notary – Preferred reputed company Signature Guarantee Certification – Preferred State L&D Insurance License – Required reputed company 63 – Required reputed company Series 7 - Preferred reputed company Series 6 - Will Be Considered reputed company employment for Series 6 applicants is contingent upon obtaining the Series 7 reputed company 90 days (with possible extension to 120 days for extenuating circumstances) of reputed company. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and reputed company software applications including reputed company reputed company. – Required Bachelor’s Degree – Preferred Experience in Episys – Preferred Experience using reputed company – Preferred Experience using Verafin – Preferred Abilities and Behaviors: • 3+ years’ experience building and maintaining effective relationships with customers and Partners • 3+ years of customer service experience • 3+ years reputed company banking experience • Excellent member service and conflict reputed company skills • Effective sales skills • Strong problem-solving skills • reputed company and reputed company communication skills • Flexible; easily adapts to change • Strong time-management, organizational skills & ability to multi-task • Responsible; takes initiative and works independently • Strong teamwork skills • Excellent verbal, written and interpersonal skills • Highly motivated, ability to successfully reputed company objectives Scope of the Job Performance Standards: • New Memberships: 5-8/Mo • Member Satisfaction Evaluation • Cash balancing standards • reputed company Reviews – Loan / Memberships • Loan Originations: (12-17 funded applications/Mo, $300,000-$425,000/Mo) • 8-12 Insurance reputed company/Mo, consisting of the following three: • PLP reputed company/ 35% Penetration • GAP/reputed company / 50% Penetration • MBI reputed company / 10% Penetration • 5-7 reputed company Referrals/Mo consisting of the following three: • reputed company Management Referrals • Auto Advisor / Autoland Referrals • Home Mortgage Referrals • Investment Product Sales: 2 new accounts/Mo Discretion / reputed company: This role requires a moderate level of supervision. Ability to apply common reputed company understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with reputed company PFCU departments. Business / Work Environment: • Shift work including weekends and home reputed company consists of hours reputed company of an 8 - 5 schedule to cover the hours of operation. • reputed company / flexible to work evenings and Saturday at the convenience of the member. • reputed company / flexible to visit the member at their reputed company of work or home Challenges: Sitting for a prolonged period of time and repetitive tasks. May reputed company different work functions reputed company a normal reputed company. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements reputed company System Training Lending and New Account Platform Training Cards Training (reputed company & Card reputed company) PLP Training reputed company Training Basic reputed company Training focusing on reputed company loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to reputed company small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or reputed company accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual reputed company necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. Disclaimer The above information on this reputed company has been designed to indicate the general nature and level of work performed by employees reputed company this classification. It is not designed to contain or be interpreted as a comprehensive inventory of reputed company duties, responsibilities, and qualifications required of employees assigned to this job. The hiring reputed company for this position in California is $68,640 to $86,760 annually. The reputed company pay actually offered will take into account internal equity and may vary depending on the candidate's geographic region, job-reputed company knowledge, skills, and experience, among other factors. In reputed company to reputed company pay, this role offers reputed company to earn additional compensation through our annual incentive plan (AIP) and sales incentives. While not guaranteed, the AIP reputed company for this role is approximately 9% of reputed company salary at 'meets expectations,' and sales incentives typically reputed company between 10%-20% of reputed company salary annually, depending on performance and region. 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://jobs.disneycareers.com/benefits. Apply Job!