Member Experience Advisor

The Walt Disney Company

Jan 9, 2025

Applications are closed

Job
Full-time
Mid & Senior Level
Sales & Business Development
Banking & Finance
Burbank

Requirements

Proven experience in financial services and advising affluent clients.
Exceptional communication skills and a passion for delivering world-class service.
A leadership mindset and a desire to make a difference – not just in members’ lives but within your team and community.
A Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products.
High School or GED (required)
3 to 5 years (1 year minimum for Member Experience Professional)
Spanish (preferred)
Haitian Creole (preferred)
NMLS Certification – Preferred
FL/CA Notary – Preferred
Medallion Signature Guarantee Certification – Preferred
State L&D Insurance License – Required
FINRA 63 – Required
FINRA 7- Required
Ability to use a personal computer and related software applications including Microsoft Outlook. – Required
Bachelor’s Degree – Preferred
Experience in Episys – Preferred
Experience Using Springboard – Preferred
Experience using Verafin – Preferred
3+ years’ experience building and maintaining effective relationships with customers and Partners
3+ years of customer service experience
3+ years branch banking experience
Excellent member service and conflict resolution skills
Effective sales skills
Strong problem-solving skills
Clear and open communication skills
Flexible; easily adapts to change
Strong time-management, organizational skills & ability to multi-task
Responsible; takes initiative and works independently
Strong teamwork skills
Excellent verbal, written and interpersonal skills
Highly motivated, ability to successfully achieve objectives

Responsibilities

Serve as the primary contact for affluent and select members, managing their complete banking and investment relationships using a proactive, consultative approach to retain, grow balances, and deepen relationships.
Manage member relationships through an advice-based approach, ensuring members receive the best financial and investment products and services tailored to their needs, including multi-generational.
Identify changes in members’ life events and banking needs to recommend relevant financial solutions, helping members achieve financial success.
Stay knowledgeable about current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders, to educate and guide members effectively.
Process a wide range of financial transactions, including deposits, withdrawals, payments, and check cashing, while ensuring all transactions meet quality control standards.
Mentor all levels of branch Member Experience Professionals passing on skills, knowledge, and information to enhance their performance and success.
Provide backup and support to the Member Experience Manager and Branch Manager in scheduling, overrides, interest rate exceptions, loan queue management, and sales coaching.
Collaborate with the VP of Retail Growth to implement initiatives that drive retail success.
Promote the credit union’s objectives by cross-selling additional products and services, contributing to loan growth and increased assets at the branch.
Provide regular updates to the VP of Retail Growth on performance metrics related to retail growth objectives.
Ensure all membership documents and loan documentation meet quality control standards and comply with policies, including CIP, OFAC, and Chexsystems.
Educate members on credit union technology and digital solutions, such as mobile and online services, to enhance convenience and financial literacy.

FAQs

What is the primary responsibility of a Member Experience Advisor?

The primary responsibility of a Member Experience Advisor is to serve as the trusted primary contact for select affluent members, offering personalized advice and tailored financial solutions to help them succeed in achieving their financial goals.

What kind of experience is required for this position?

Candidates should have proven experience in financial services, particularly advising affluent clients, with a minimum of 3 to 5 years of relevant work experience.

What licenses are required for this role?

The required licenses include a Series 7 and 66 or equivalent, as well as insurance licenses for Life, Health, and Variable products.

Is mentorship a part of this role?

Yes, mentorship is a crucial aspect of the Member Experience Advisor role, as they are expected to mentor branch team members to enhance their performance.

What kind of growth opportunities does Partners Federal Credit Union offer?

Partners Federal Credit Union offers a commitment to personal growth, including professional development opportunities and clear career paths.

Are there specific performance metrics associated with this role?

Yes, performance metrics include new memberships, member satisfaction evaluations, loan originations, and cross-selling additional products and services.

What kind of training will be provided to new hires?

New hires will receive training in basic compliance, core system operations, lending and new accounts, as well as product-specific training such as cards training and underwriting.

Is knowledge of specific financial products necessary for this role?

Yes, candidates should stay knowledgeable about current financial products, rates, and trends to effectively educate and guide members.

What is the work environment like for a Member Experience Advisor?

The work environment includes interaction with members both in-person and through outbound calls, with a requirement to work flexible hours to accommodate member needs, including evenings and weekends.

What is the compensation package for this position like?

The compensation package includes a base salary, additional earnings potential through an annual incentive plan, and sales incentives, along with various benefits.

The Walt Disney Company

Entertainment & Media

Industry

10,001+

Employees

Mission & Purpose

From classic animated features and exhilarating theme park attractions to cutting edge sports coverage, and the hottest shows on television, The Walt Disney Company has been making magic since 1923, creating unforgettable stories that connect with audiences around the world. And we’re just getting started! The key to our success…. The Cast, Crew, Imagineers and Employees who honor Disney’s rich legacy by stretching the bounds of imagination to create the never-before-seen, bringing unparalleled entertainment experiences to people of all ages. Begin a career that delivers unparalleled creative content and experiences to audiences around the world and just imagine the stories you could be part of… What is #LifeAtDisney like? It’s a series of magical moments with cast members and employees developing and telling our stories in the most innovative ways. Whether it’s a day spent as a Disney VoluntEAR, or celebrating the release of a new interactive experience, retail product or movie, our days are filled with the knowledge that we are creating entertainment experiences the whole family can enjoy. Follow @DisneyCareers on Facebook, Twitter and Instagram for a peek behind-the-curtain, and discover how you could connect to a world of stories with Disney!