Anaheim Sr Member Experience Professional - Branch

Position: Downtown Anaheim Sr Member Experience Professional - Branch
Partners Federal Credit Union — Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members.

For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience.

At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent—individuals who are inspired by our Members’ financial dreams and committed to meaningful work.

Whether you’re offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way.

Here, you’ll find more than just a job. You’ll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks—because we believe that when people feel supported, they thrive.

Join us—and experience what it means to truly love what you do.

The Senior Member Experience Professional serves as a key frontline leader dedicated to building and nurturing long-term, profitable relationships with our members by understanding their financial needs and delivering the most suitable solutions. In addition to performing the full range of Member Experience Professional services (e.g., processing transactions and balancing daily cash totals), this role actively promotes and cross-sells Partners' products and services during each interaction.

As a Senior Member Experience Professional, you will take on a leadership role within the team, guiding and mentoring other Member Experience Professionals, addressing complex member inquiries, and supporting the Member Experience Manager when needed. There is also potential to be trained in mortgage transactions. This role consistently embodies a welcoming and professional presence for both members and colleagues while upholding the ethical service standards set by Partners.

Essential Responsibilities:

• Identify and build a network of member contacts through qualified leads, referrals, outbound calls, and face-to-face interactions.
• Deliver exceptional member service, ensuring all needs are met and commitments are honored.
• Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing.
• Promote and cross-sell additional products and services to deepen member relationships and improve profitability.
• Proactively identify and respond to changes in members' financial needs.
• Process consumer loans ensuring high quality and compliance; mentor peers in best practices.
• Open new memberships and accounts, including IRAs, checking, savings, and certificates.
• Ensure all documents meet quality control and regulatory standards including CIP, OFAC, and Chex Systems.
• Support operational processes such as IVP and provide suggestions for improvement.
• Educate members on digital banking services and support technology adoption.

Additional Responsibilities:

Performs opening and closing procedures, including vault and alarm duties. Completes the IVP report and supports operations through issue anticipation and clear communication with the manager.

KNOWLEDGE & SKILLS

Minimum Education Required to Perform Job:
High School Diploma or GED (Required);
Bachelor’s Degree (Preferred)

Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire:
3 to 5 years of experience

Specific Experience

Required:

• Financial and sales experience (Minimum 2 years)
• Cash handling (Minimum 2 years)
• Leadership role experience (Minimum 1 year preferred)
• Experience with Episys, Springboard, Verafin

Certifications or Licenses

Required:


Notary, Medallion, NMLS - Required

Other Training, Technical Skills, or Knowledge

Required:


Experience using Microsoft Office

Other Measurable Abilities

Required:

• Excellent member service, verbal, and written communication skills
• Initiative, teamwork, and conflict resolution skills
• Strong problem-solving and decision-making abilities

Shift Work:
Shift work including weekends consists…