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Partners Federal Credit Union · 1 month ago

Part-Time Harbor Pointe Member Experience Professional I - Branch

Anaheim, CA

Full-time, Part-time

Onsite

Mid Level

$24/hr - $30.69/hr

3+ years exp

Partners Federal Credit Union is dedicated to delivering exceptional service and value to its members for over 65 years. The Member Experience Professional I plays a crucial role in providing professional service, building long-term relationships with members, and performing essential teller functions while ensuring compliance with policies and regulations.

BankingCredit CardsFinancial Services

Responsibilities

Ensure all teller functions comply with policies and security standards

Maintain professional and effective teller operations, including balancing and securing funds

Monitor cash levels, maintain inventory of negotiable items, and manage cash dispense machines

Provide exceptional member service by meeting Members' needs promptly and professionally

Resolve Members’ requests, problems, and questions; offer Credit Union products and services

Be able to recognize when a Member request should be referred to colleagues in positions of higher authority and responsibility

Process transactions, open new accounts, and handle consumer loans from start to finish

Provide leadership through effective peer-to-peer coaching, delegation, and communication with support of leadership

Train and support Member Experience Professional I peers, ensuring optimal performance and professional growth within the Branch

Be able to provide glow and grow feedback regarding team performance and in support of peer growth and development

Handle any special projects delegated by leader

Address complex transactions and sensitive Member relations issues

Investigate and correct teller out-of-balance conditions

Support personnel with day-to-day operations and Member interactions

Effectively work the front Lobby desk, managing Member wait time exceptions and handling transactions that can be handle quickly

Communicate features and benefits of all Credit Union products and services. Educate Members on financial responsibility and promote additional products and services

Conduct outbound calls for Member Service and Sales, following the 2/2/2 program

Perform a wide range of financial transactions, ensuring accuracy and security

Responsible for overrides

Process deposits, withdrawals, transfers, payments, and check cashing

Balance daily transactions and verify cash totals

Demonstrate fundamental Member engagement skills such as - greeting the Member with eye contact, smiling, inquiring about their business for the day and genuinely thanking them

Build a network of Member contacts through qualified leads and referrals

Promote Credit Union objectives and deepen business relationships

Ensure all membership documents meet quality control standards

Maintain compliance with policies, including CIP, OFAC, and ChexSystems

Maintain and enhance financial business acumen through continual training and self-development

Coordinate teller Member Experience Professional I duties with related functions and communicate effectively with management

Provide suggestions for improved service and streamline operations

Maintain flexibility in support of branch needs

Complete projects and reports related to the department

Perform other related duties as assigned or requested

Qualification

Member serviceSales skillsProblem-solvingCash handlingFinancial industry experienceCommunication skillsOrganizationNotary certificationTime managementTeamworkFlexibilityInitiativeConflict resolutionAdaptabilityLeadership