Hamlin Member Experience Professional II - Branch

About the role

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. With expert-level product knowledge, this role educates members on financial responsibility and manages new memberships and account services. This position requires a high degree of flexibility and the ability to anticipate and address potential issues effectively.

Responsibilities

• Identify and build a network of member contacts through qualified leads, referrals, telephone canvassing, and face-to-face interaction to create financial opportunities
• Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive sales
• Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing for credit union members
• Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions
• 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
• Process consumer loans, ensure loan documentation quality, and mentor other Member Experience Professionals in best practices
• Use expert-level product knowledge to communicate features and benefits of credit union products and services, educating members on financial responsibility
• Process new memberships, open accounts, and handle service requests such as additional share accounts, savings services, checking, money market, and certificates
• Ensure all membership documents meet quality control standards, including CIP, OFAC, ChexSystems, etc.
• 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

Qualifications

• High School or GED (required)
• 3 to 5 years of relevant work experience
• FL Notary and NMLS Certification (required)
• Ability to use a personal computer and related software applications including Microsoft Outlook (required)
• Two years' experience in the financial industry and credit unions (required)
• Two years' experience in teller cash handling and cash dispense machines (required)

Skills

• 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 and ability to multi-task
• Organized; good time manager
• Responsible; takes initiative and works independently
• Strong teamwork skills

Pay

The hiring range for this position in Florida is $20.04 to $30.06 per hour. This role may also be eligible for additional compensation such as a bonus or long-term incentive units, and most roles at Partners are also eligible for our Annual Incentive Plan (AIP).

Schedule

Shift work including weekends consists of hours outside of an 8–5 schedule to cover the hours of operation.