Harbor Pointe Member Experience Professional II - Branch

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

• 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