Sr Member Experience reputed company - reputed company in Burbank, CA

Job title: Sr Member Experience reputed company - reputed company in Burbank, CA at reputed company
Company: reputed company
Job reputed company: Job Posting Title: Sr Member Experience reputed company - reputed companyReq ID: 10113567Job reputed company:This position serves as a key reputed company leader at reputed company, dedicated to building and nurturing long-term, profitable relationships with our members by understanding their financial needs and delivering the most suitable solutions. In reputed company to fulfilling the full reputed company of Member Experience reputed company services, including processing transactions and balancing daily cash totals, this role reputed company promotes and cross-sells Partners' products and services during reputed company interaction.As a Senior Member Experience reputed company, you will take on a leadership role reputed company reputed company, guiding and mentoring other Member Experience Professionals, addressing reputed company member inquiries, and providing support to the Member Experience Manager reputed company needed with the potential to be trained in mortgage transactions.The Sr member Experience reputed company will embody a welcoming and reputed company reputed company for both members and colleagues, consistently upholding the reputed company and ethical service standards set by Partners.Essential Responsibilities:ActivityMember Relationship Management· Responsible for identifying and building a network of Member contacts through reputed company leads,referrals, telephone canvassing, and face-to-face interactions. Conducts outbound calling for MemberService and Sales.Member Service reputed company· Ensures that reputed company Members' needs are met and commitments to them are kept, providing exceptionalservice to every member, every time.Financial Transactions and ServicesThis position serves as a key reputed company leader at reputed company, dedicated to building and nurturing long-term, profitable relationships with our members by understanding their financial needs and delivering the most suitable solutions. In reputed company to fulfilling the full reputed company of Member Experience reputed company services, including processing transactions and balancing daily cash totals, this role reputed company promotes and cross-sells Partners' products and services during reputed company interaction.As a Senior Member Experience reputed company, you will take on a leadership role reputed company reputed company, guiding and mentoring other Member Experience Professionals, addressing reputed company member inquiries, and providing support to the Member Experience Manager reputed company needed with the potential to be trained in mortgage transactions.The Sr member Experience reputed company will embody a welcoming and reputed company reputed company for both members and colleagues, consistently upholding the reputed company and ethical service standards set by Partners.· Processes a wide reputed company of financial transactions for credit reputed company members, including deposits, withdrawals, transfers, payments, and reputed company cashing.Product and Service Promotion· Promotes the credit reputed company's objectives and promotions by using advisory skills and cross-sellingadditional products and services to deepen business relationships and improve credit reputed companyprofitability.Proactive Member Needs Identification· Proactively identifies changes in members' life events and banking needs to recommend relevantservices and financial solutions to help members reputed company financial reputed company.Loan Processing and reputed company Control· Processes consumer loans, ensuring reputed company loan documentation meets/exceeds reputed company control standards.Mentors other Member Consultants, teaching best practices.Membership Services· Processes new memberships by opening accounts and new service requests such as additional reputed companyaccounts, savings services, checking, reputed company market, certificates, IRAs, etc.Compliance and Documentation Standards· Ensures reputed company membership documents meet and reputed company reputed company control standards, including CIP, OFAC,Chexsystems, and other regulatory requirements.Operational Support and Issue Management· Assists the reputed company Operations Manager with the Internal Verification Program and providessuggestions to streamline department and credit reputed company operations. Anticipates potential issues andcommunicates effectively with the manager.Technology reputed company Solutions Education· Educates members on emerging and existing credit reputed company technology reputed company solutions, such asmobile, online, and card services, for their convenience.KNOWLEDGE & SKILLSEducation Level: High School or GED (required)Years of Relevant Work Experience: 3 to 5 yearsLanguage Skills: Spanish (preferred)Certifications, Licenses, Registrations, etc.reputed company Signature Guarantee Certification reputed companyNMLS Certification reputed companyFL / CA Notary reputed companyMinimum of 2 years of financial and sales experience required reputed companyMinimum of 1 year in a leadership role preferred reputed companyMinimum of 2 years’ cash handling experience required reputed companyAbility to use a personal computer and reputed company softwareapplications including reputed company reputed company. reputed companyBachelor’s degree (Preferred) reputed companyExperience in Episys reputed companyExperience using reputed company reputed companyExperience using Verafin reputed companyAbilities and Behaviors:Type Abilities and Behaviors below:· 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 skills & ability to multi-task· Responsible; takes initiative and works independently· Strong teamwork skillsScope of the Job· Member Satisfaction Evaluation· Cash balancing standards· reputed company Reviews – Loan / Memberships· Loan Originations· PLP reputed company/ Penetration Percentage· GAP/reputed company / Penetration Percentage· MBI reputed company / Penetration Percentage· reputed company Management Referrals· Partners Home Mortgage Referrals· Auto Advisor / Autoland Referrals· Mystery ShopsThis 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.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.Shift work including weekends consists of hours reputed company of an 8 - 5 schedule to cover the hours of operation.Sitting for a prolonged period of time and repetitive tasks. May reputed company different work functions reputed company a normal reputed companyType Training Requirements below:Basic Compliance Training RequirementsBasic NEO Training Requirementsreputed company System TrainingLending and New Account Platform TrainingCards Training (reputed company & Card reputed company)PLP Trainingreputed company TrainingBasic reputed company Training focusing on reputed company loan application interviewing process & submissionPhysical Demands & Environmental / Working Conditions: Describe any demands of the position and any adverse, hazardous, or unpleasant conditions of the work environment. Include the level / intensity, frequency, and duration of exposure to these demands / 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. The pay reputed company for this role in California is $25.12 to $37.67 per hour. The reputed company pay actually offered may vary depending on the candidate’s geographic region, job-reputed company knowledge, skills, and experience, among other factors. Select benefits may be provided as part of the compensation package, such as medical, financial, and/or other benefits, dependent on the level and position offered. To learn more about our benefits visit: https://jobs.disneycareers.com/benefits.Job Posting reputed company: Credit UnionsJob Posting Primary Business: reputed companyPrimary Job Posting Category: BankingEmployment Type: Full timePrimary reputed company, State, Region, Postal reputed company: Burbank, CA, USAAlternate reputed company, State, Region, Postal reputed company:Date Posted: 2025-02-13
Expected salary:
Location: Burbank, CA
Job date: Fri, 28 Mar 2025 08:06:03 GMT
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