BVP Member Experience Professional II - Branch

We need to output HTML fragment with sections: h3 for headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove the "To learn more about our benefits visit:" lines? Those are maybe considered boilerplate? The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The benefit link may be considered part of benefits description; we can keep mention of benefits but not the link? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. The benefit link is substantive? It's a URL to learn more about benefits. Might be considered part of benefits. We can keep it as a link within a

. However we must not include duplicated lines: there are two occurrences of "To learn more about our benefits visit: https://jobs.disneycareers.com/benefits." We should keep only one. We need sections: About the role (intro paragraph), Responsibilities (list), Requirements (maybe education/experience etc), Qualifications (maybe certifications), Skills (knowledge & skills), Benefits (mention of benefits package), Pay (hiring range), Schedule (shift work). Ensure we only include sections if content present. Let's extract content. Intro: "Love What You Do. We are a mission-driven credit union dedicated to strengthening the financial well-being of our members—and that work begins with our people. Through our relationship with The Walt Disney Company, employees have access to world-class benefits, programs, and unique experiences that enhance both work and life. Combined with a comprehensive Total Rewards package, meaningful development opportunities, and an inclusive culture, you’ll find the support to grow, contribute, and build a career you truly love." That's about the role/company. We'll put under

About the role

with a

. Responsibilities: The posting lists many responsibilities under "Job Responsibilities:" with bullet-like lines. We'll create

• for each. List items: - Lead Generation and Networking: Identify and build a network of member contacts through qualified leads, referrals, telephone canvassing, and face-to-face interaction to create financial opportunities - Outbound Member Service and Sales: Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive sales - Transaction Processing: Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing for credit union members - Member Needs and Financial Solutions: Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions - Cross-Selling and Promotion: Promote the credit union's objectives and promotions through advisory skills and cross-selling additional products and services to deepen member relationships and enhance profitability - Loan Processing and Mentorship: Process consumer loans, ensure loan documentation quality, and mentor other Member Experience Professionals in best practices - Product Knowledge and Member Education: Use expert-level product knowledge to communicate features and benefits of credit union products and services, educating members on financial responsibility - Membership Account Management: Process new memberships, open accounts, and handle service requests such as additional share accounts, savings services, checking, money market, and certificates - Quality Control and Compliance: Ensure all membership documents meet quality control standards, including CIP, OFAC, ChexSystems, etc - Branch Operations and Notary Responsibilities: Assist Member Experience Manager with the Internal Verification Program, complete departmental projects and reports, maintain flexibility to support branch needs, and perform notary services and medallion signature guarantees Also earlier paragraph: "The Member Experience Professional II is a key role dedicated to delivering exceptional financial services and support to our credit union members. This position involves identifying and cultivating a network of member contacts through various channels to create financial opportunities and drive sales. Responsibilities include conducting outbound calls as part of the Partner’s Sales and Service Member program, processing a wide range of financial transactions, and proactively identifying changes in members' banking needs to recommend relevant financial solutions. The Member Experience Professional II will also promote the credit union's objectives by cross-selling products and services, process consumer loans, and mentor other team members. With expert-level product knowledge, this role educates members on financial responsibility and manages new memberships and account services. Ensuring compliance with quality control standards, assisting with branch operations, and providing notary services and medallion signature guarantees are also essential duties. This position requires a high degree of flexibility and the ability to anticipate and address potential issues effectively." We could incorporate that as prose in responsibilities or as part of About the role? Probably responsibilities. But we already have a detailed list; we could keep the prose as a

  before the list, but not duplicate. The instruction: preserve ALL substantive information. So we should include that prose as part of responsibilities section. Could be a

  summarizing then list. We'll include a

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  . Requirements: Education Level: High School or GED (required); Years of Relevant Work Experience: 3 to 5 years; Language Skills: Spanish (Preferred); Certifications, Licenses, Registrations, etc.: CA Notary - Required, NMLS Certification - Required; Other Training, Technical Skills, or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. - Required; Experience using Episys - Preferred; Experience using Springboard - Preferred; Experience using Verafin - Preferred; Abilities and Behaviors: list; Two years’ experience in the financial industry and credit unions is required; Two years’ experience in teller cash handling and cash dispense machines is required; Experience in sales is preferred; Previous supervisory experience preferred; Business/Work Environment: Shift work including weekends consists of hours outside of an 8 - 5 schedule to cover the hours of operation. We need to split into sections: Requirements (education, experience, language), Qualifications (certifications, licenses), Skills (knowledge & skills, abilities). Benefits: mention of comprehensive benefits package, world-class benefits, Total Rewards, medical, dental, vision, retirement, paid time off, other employee programs, link to benefits. Pay: hiring range $24.00 to $33.98 hourly, plus note about internal equity, bonus, long-term incentive units, Annual Incentive Plan (AIP). Schedule: shift work including weekends consists of hours outside of an 8-5 schedule. We must not create sections with filler like "commensurate with experience". We have actual data. Now produce HTML. We'll structure:

  About the role

  Love What You Do. We are a mission-driven credit union dedicated to strengthening the financial well-being of our members—and that work begins with our people. Through our relationship with The Walt Disney Company, employees have access to world-class benefits, programs, and unique experiences that enhance both work and life. Combined with a comprehensive Total Rewards package, meaningful development opportunities, and an inclusive culture, you’ll find the support to grow, contribute, and build a career you truly love.

  Responsibilities

  The Member Experience Professional II is a key role dedicated to delivering exceptional financial services and support to our credit union members. This position involves identifying and cultivating a network of member contacts through various channels to create financial opportunities and drive sales. Responsibilities include conducting outbound calls as part of the Partner’s Sales and Service Member program, processing a wide range of financial transactions, and proactively identifying changes in members' banking needs to recommend relevant financial solutions. The Member Experience Professional II will also promote the credit union's objectives by cross-selling products and services, process consumer loans, and mentor other team members. With expert-level product knowledge, this role educates members on financial responsibility and manages new memberships and account services. Ensuring compliance with quality control standards, assisting with branch operations, and providing notary services and medallion signature guarantees are also essential duties. This position requires a high degree of flexibility and the ability to anticipate and address potential issues effectively.

  • Lead Generation and Networking: Identify and build a network of member contacts through qualified leads, referrals, telephone canvassing, and face-to-face interaction to create financial opportunities
  • Outbound Member Service and Sales: Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive sales
  • Transaction Processing: Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing for credit union members
  • Member Needs and Financial Solutions: Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions
  • Cross-Selling and Promotion: Promote the credit union's objectives and promotions through advisory skills and cross-selling additional products and services to deepen member relationships and enhance profitability
  • Loan Processing and Mentorship: Process consumer loans, ensure loan documentation quality, and mentor other Member Experience Professionals in best practices
  • Product Knowledge and Member Education: Use expert-level product knowledge to communicate features and benefits of credit union products and services, educating members on financial responsibility
  • Membership Account Management: Process new memberships, open accounts, and handle service requests such as additional share accounts, savings services, checking, money market, and certificates
  • Quality Control and Compliance: Ensure all membership documents meet quality control standards, including CIP, OFAC, ChexSystems, etc
  • Branch Operations and Notary Responsibilities: Assist Member Experience Manager with the Internal Verification Program, complete departmental projects and reports, maintain flexibility to support branch needs, and perform notary services and medallion signature guarantees

  Requirements

  • Education Level: High School or GED (required)
  • Years of Relevant Work Experience: 3 to 5 years
  • Language Skills: Spanish (Preferred)
  • Two years’ experience in the financial industry and credit unions is required
  • Two years’ experience in teller cash handling and cash dispense machines is required

  Qualifications

  • Certifications, Licenses, Registrations: CA Notary - Required; NMLS Certification - Required
  • Other Training, Technical Skills, or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. - Required; Experience using Episys - Preferred; Experience using Springboard - Preferred; Experience using Verafin - Preferred

  Skills

  • Abilities and Behaviors: Excellent member service and conflict resolution skills; Effective sales skills; Strong problem-solving and decision making skills; Clear and open communication skills; Flexible; easily adapts to change; Strong time-management skills & ability to multi-task; Organized; good time manager; Responsible; takes initiative and works independently; Strong teamwork skills; Experience in sales is preferred; Previous supervisory experience preferred

  Benefits

  Employees have access to world-class benefits, programs, and unique experiences through the relationship with The Walt Disney Company. A comprehensive Total Rewards package includes medical, dental, vision, retirement benefits, paid time off, and other employee programs that support well-being and growth. For more details, visit: https://jobs.disneycareers.com/benefits.

  Pay

  The hiring range for this position in California is $24.00 to $33.98 hourly. The base pay actually offered will take into account internal equity and may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience. This role may also be eligible for additional compensation such as a bonus or long-term incentive units. Most roles at Partners are also eligible for the Annual Incent