Member Experience Professional II - Digital

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.

This position has an emphasis on demonstrating sales acumen and identifying member needs while finding solutions as a representative for Partners Federal Credit Union. This is achieved through interactions and development of long‑term profitable relationships with our member. The Team Digital Member Experience Professional II will determine member's financial needs and present and offer the best financial solution in a digital work environment.

Works within the sales and support teams for the achievement of Member satisfaction, revenue generation, and long‑term account goals in line with company core values and winning behaviors. In addition, the Member Experience Professional II is responsible for interaction with members by telephone and electronic correspondence providing friendly, efficient, quality service and accurate information. Follows all Credit Union policies and procedures.

Essential 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.

Additional Responsibilities:

• Able to uncover 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.

KNOWLEDGE & SKILLS

Minimum Education Required to Perform Job:

High School Diploma or GED

Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire:

2 to 5 years

Specific Experience

Required:

Some sales experience required

Abilities and Behaviors:

Strong listening, verbal, written and telephone etiquette business communication skills, with the ability to communicate and follow up on products, policies, or technical issues over the phone

Shift Work:

Monday – Saturday, Day and Early Evening Shifts

SCOPE OF JOB Discretion/Latitude:

Front‑line digital bank branch service reps operate with moderate supervision, making decisions within set guidelines. They resolve customer inquiries, process transactions, and elevate complex issues. While higher management holds ultimate authority, reps play a…