Partners Federal Credit Union · 2 months ago
Member Experience Professional II - Digital
Anaheim, CA
Full-time
Hybrid
Entry, Mid Level
$24/hr - $33.98/hr
2+ years expPartners Federal Credit Union is dedicated to providing exceptional service and value to its members. The Member Experience Professional II - Digital is responsible for identifying member needs, offering financial solutions, and ensuring member satisfaction through effective communication and relationship building in a digital environment.
BankingCredit CardsFinancial Services
Responsibilities
Build a “Book of Members”, ensuring periodic contact to deepen the membership with
Input data quickly and efficiently. Research and obtain further information for incomplete documents
Ensure all new member data is entered accurately. Correct errors as needed. Comply with data integrity and security policies
Follow all confidentiality procedures to protect member and credit union information
Update and add notes regarding call and member to all Synapsys events
Take inbound calls and emails (account assistance/maintenance, submitting events, family referrals, new memberships)
Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities
Protects and maintains confidentiality with all members financial data when handling customer requests and transactions
Compile, verify accuracy and sort information to prepare source data for computer entry
Able to present recommendations focused on benefits to member, and function of product or service
Able to undercover and determine member financial needs
Attend department and other meetings as needed
Balances workload to handle new members and follow-up for existing members
Provide additional administrative support as needed
All other duties as assigned by the Manager
Qualification
Required
High School Diploma or GED
2 to 5 years of relevant work experience
Some sales experience required
Strong listening, verbal, written and telephone etiquette business communication skills
Ability to communicate and follow up on products, policies, or technical issues over the phone
Benefits
Full range of medical, financial, and/or other benefits
Company
Partners Federal Credit Union
Partners Federal Credit Union is a financial institution that offers banking, credit cards, insurance, personal and commercial loans.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Ricky Otey
Chief Executive Officer & President
Recent News
2024-04-07
Business Insider
2024-04-07
Company data provided by crunchbase