Member Experience Professional II - Branch (Katella)
for section headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)
2. Use - for lists of duties/requirements/benefits, and
for prose
3. Do NOT repeat the job title as a heading (the page already shows it)
4. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it
5. Preserve ALL substantive information; do NOT invent or summarize away detail
6. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions
7. Include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text
8. Never create Pay/Schedule/Benefits sections unless the posting actually states them
9. Prefer a few substantive sections over many thin ones
10. Output ONLY the HTML fragment — no /, no markdown code fences
Let me analyze the job posting content:
The posting has:
- Introductory paragraph about the company (Partners Federal Credit Union, relationship with Disney)
- Role description for "Member Experience Professional II"
- Job Responsibilities section with multiple sub-sections
- KNOWLEDGE & SKILLS section with Education, Experience, Language, Certifications, Technical Skills, Abilities/Behaviors
- Business/Work Environment (shift work including weekends)
- Disclaimer
- Pay information: hiring range $24.00 to $33.98 hourly in California, plus bonus/long-term incentive, Annual Incentive Plan
- Benefits: comprehensive benefits package including medical, dental, vision, retirement, PTO, other programs, with link to Disney benefits
- Powered by JazzHR (boilerplate, should remove)
I need to structure this into appropriate sections. The job title is "Member Experience Professional II" - I should not repeat it as a heading.
Possible sections:
- About the role (introductory paragraph)
- Responsibilities (the Job Responsibilities section with sub-items)
- Requirements/Qualifications (the KNOWLEDGE & SKILLS section)
- Schedule (Business/Work Environment mentions shift work including weekends)
- Pay (explicitly stated)
- Benefits (explicitly stated)
I should combine Requirements and Qualifications into one section perhaps, or separate. The rules mention "Requirements, Qualifications, Skills" as possible headings. I'll use "Requirements" for the knowledge & skills section.
Let me draft the HTML.
First, the introductory paragraph about the company and role - that's "About the role".
Then Responsibilities: the Job Responsibilities section has multiple bullet points with sub-headings. I'll create a list for each responsibility area, or combine into one list with sub-items? The rule says use
- for any list of duties. I'll make each responsibility a list item, perhaps with the sub-heading as bold text within the li.
But the posting has structured responsibilities with headings like "Lead Generation and Networking", "Outbound Member Service and Sales", etc. I could make each a separate
with a heading? But the rule says use for section headings. The responsibilities are sub-sections of the main Responsibilities section. I could use but the rule only mentions for section headings. It says "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)". It doesn't forbid other heading levels, but to be safe, I'll keep only for main sections. For sub-sections within Responsibilities, I could use or just include the sub-heading in the list item.
I'll create a for responsibilities, each - containing the sub-heading and description.
Similarly for Requirements: there are categories: Education Level, Years of Experience, Language Skills, Certifications, Other Training, Abilities and Behaviors, and specific experience requirements. I'll make a list with each requirement as a list item, grouping related ones.
Schedule: "Shift work including weekends consists of hours outside of an 8 - 5 schedule to cover the hours of operation" - that's a schedule detail.
Pay: hiring range $24.00 to $33.98 hourly in California, plus bonus/long-term incentive, Annual Incentive Plan.
Benefits: comprehensive benefits package including medical, dental, vision, retirement, PTO, other programs, with link.
I should include the link to benefits as part of the benefits section.
Now, remove boilerplate: "Powered by JazzHR c6g9VWujAb" - remove. Disclaimer - remove. The link to benefits appears twice, keep one.
Also, the introductory paragraph mentions "To learn more about our benefits visit: https://jobs.disneycareers.com/benefits." That's duplicated later. I'll keep it in benefits section.
Now, write HTML.
Let me 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
- 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: High School diploma or GED required.
- Experience: 3 to 5 years of relevant work experience; two years’ experience in the financial industry and credit unions required; two years’ experience in teller cash handling and cash dispense machines required.
- Language: Spanish preferred.
- Certifications & Licenses: CA Notary required; NMLS Certification required.
- Technical Skills: Ability to use a personal computer and related software applications including Microsoft Outlook required; experience using Episys, Springboard, and Verafin preferred.
- Abilities & Behaviors: Excellent member service and conflict resolution skills; effective sales skills; strong problem-solving and decision-making skills; clear and open communication skills; flexible and adaptable to change; strong time-management and multi-tasking abilities; organized; responsible, takes initiative and works independently; strong teamwork skills.
- Preferred Experience: Experience in sales preferred; previous supervisory experience preferred.
Schedule
Shift work including weekends; hours outside of an 8–5 schedule to cover hours of operation.
Pay
The hiring range for this position in California is $24.00 to $33.98 hourly. The base pay 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 are also eligible for the Annual Incentive Plan (AIP), which rewards employees for individual contributions and collective success (not guaranteed).
Benefits
Partners offers a comprehensive benefits package that includes medical, dental, vision, retirement benefits, paid time off, and other employee programs that support well-being and growth. Learn more: https://jobs.disneycareers.com/benefits.
Check for any missing substantive info: The posting also mentions "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." That's covered in About the role? I included the first paragraph but not that specific description. I should include that in About the role.
Let me adjust About the role to include that description.
Also, the posting says "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." That's a summary of responsibilities, but we have detailed responsibilities list. I can include that as a paragraph before the list, or just rely on the list. The rule says preserve ALL substantive information. The list covers all those points. The paragraph is somewhat redundant. I'll keep the list only.
But the introductory paragraph about the role is separate. I'll combine the company intro and role description.
Let me rewrite 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.
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.
for prose 3. Do NOT repeat the job title as a heading (the page already shows it) 4. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it 5. Preserve ALL substantive information; do NOT invent or summarize away detail 6. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions 7. Include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text 8. Never create Pay/Schedule/Benefits sections unless the posting actually states them 9. Prefer a few substantive sections over many thin ones 10. Output ONLY the HTML fragment — no /, no markdown code fences Let me analyze the job posting content: The posting has: - Introductory paragraph about the company (Partners Federal Credit Union, relationship with Disney) - Role description for "Member Experience Professional II" - Job Responsibilities section with multiple sub-sections - KNOWLEDGE & SKILLS section with Education, Experience, Language, Certifications, Technical Skills, Abilities/Behaviors - Business/Work Environment (shift work including weekends) - Disclaimer - Pay information: hiring range $24.00 to $33.98 hourly in California, plus bonus/long-term incentive, Annual Incentive Plan - Benefits: comprehensive benefits package including medical, dental, vision, retirement, PTO, other programs, with link to Disney benefits - Powered by JazzHR (boilerplate, should remove) I need to structure this into appropriate sections. The job title is "Member Experience Professional II" - I should not repeat it as a heading. Possible sections: - About the role (introductory paragraph) - Responsibilities (the Job Responsibilities section with sub-items) - Requirements/Qualifications (the KNOWLEDGE & SKILLS section) - Schedule (Business/Work Environment mentions shift work including weekends) - Pay (explicitly stated) - Benefits (explicitly stated) I should combine Requirements and Qualifications into one section perhaps, or separate. The rules mention "Requirements, Qualifications, Skills" as possible headings. I'll use "Requirements" for the knowledge & skills section. Let me draft the HTML. First, the introductory paragraph about the company and role - that's "About the role". Then Responsibilities: the Job Responsibilities section has multiple bullet points with sub-headings. I'll create a list for each responsibility area, or combine into one list with sub-items? The rule says use
- for any list of duties. I'll make each responsibility a list item, perhaps with the sub-heading as bold text within the li.
But the posting has structured responsibilities with headings like "Lead Generation and Networking", "Outbound Member Service and Sales", etc. I could make each a separate
- with a heading? But the rule says use
- containing the sub-heading and description.
Similarly for Requirements: there are categories: Education Level, Years of Experience, Language Skills, Certifications, Other Training, Abilities and Behaviors, and specific experience requirements. I'll make a list with each requirement as a list item, grouping related ones.
Schedule: "Shift work including weekends consists of hours outside of an 8 - 5 schedule to cover the hours of operation" - that's a schedule detail.
Pay: hiring range $24.00 to $33.98 hourly in California, plus bonus/long-term incentive, Annual Incentive Plan.
Benefits: comprehensive benefits package including medical, dental, vision, retirement, PTO, other programs, with link.
I should include the link to benefits as part of the benefits section.
Now, remove boilerplate: "Powered by JazzHR c6g9VWujAb" - remove. Disclaimer - remove. The link to benefits appears twice, keep one.
Also, the introductory paragraph mentions "To learn more about our benefits visit: https://jobs.disneycareers.com/benefits." That's duplicated later. I'll keep it in benefits section.
Now, write HTML.
Let me 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
- 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: High School diploma or GED required.
- Experience: 3 to 5 years of relevant work experience; two years’ experience in the financial industry and credit unions required; two years’ experience in teller cash handling and cash dispense machines required.
- Language: Spanish preferred.
- Certifications & Licenses: CA Notary required; NMLS Certification required.
- Technical Skills: Ability to use a personal computer and related software applications including Microsoft Outlook required; experience using Episys, Springboard, and Verafin preferred.
- Abilities & Behaviors: Excellent member service and conflict resolution skills; effective sales skills; strong problem-solving and decision-making skills; clear and open communication skills; flexible and adaptable to change; strong time-management and multi-tasking abilities; organized; responsible, takes initiative and works independently; strong teamwork skills.
- Preferred Experience: Experience in sales preferred; previous supervisory experience preferred.
Schedule
Shift work including weekends; hours outside of an 8–5 schedule to cover hours of operation.
Pay
The hiring range for this position in California is $24.00 to $33.98 hourly. The base pay 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 are also eligible for the Annual Incentive Plan (AIP), which rewards employees for individual contributions and collective success (not guaranteed).
Benefits
Partners offers a comprehensive benefits package that includes medical, dental, vision, retirement benefits, paid time off, and other employee programs that support well-being and growth. Learn more: https://jobs.disneycareers.com/benefits.
Check for any missing substantive info: The posting also mentions "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." That's covered in About the role? I included the first paragraph but not that specific description. I should include that in About the role. Let me adjust About the role to include that description. Also, the posting says "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." That's a summary of responsibilities, but we have detailed responsibilities list. I can include that as a paragraph before the list, or just rely on the list. The rule says preserve ALL substantive information. The list covers all those points. The paragraph is somewhat redundant. I'll keep the list only. But the introductory paragraph about the role is separate. I'll combine the company intro and role description. Let me rewrite 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.
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.
for section headings. The responsibilities are sub-sections of the main Responsibilities section. I could use
but the rule only mentions
for section headings. It says "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)". It doesn't forbid other heading levels, but to be safe, I'll keep only
for main sections. For sub-sections within Responsibilities, I could use or just include the sub-heading in the list item. I'll create a
- for responsibilities, each
- containing the sub-heading and description.
Similarly for Requirements: there are categories: Education Level, Years of Experience, Language Skills, Certifications, Other Training, Abilities and Behaviors, and specific experience requirements. I'll make a list with each requirement as a list item, grouping related ones.
Schedule: "Shift work including weekends consists of hours outside of an 8 - 5 schedule to cover the hours of operation" - that's a schedule detail.
Pay: hiring range $24.00 to $33.98 hourly in California, plus bonus/long-term incentive, Annual Incentive Plan.
Benefits: comprehensive benefits package including medical, dental, vision, retirement, PTO, other programs, with link.
I should include the link to benefits as part of the benefits section.
Now, remove boilerplate: "Powered by JazzHR c6g9VWujAb" - remove. Disclaimer - remove. The link to benefits appears twice, keep one.
Also, the introductory paragraph mentions "To learn more about our benefits visit: https://jobs.disneycareers.com/benefits." That's duplicated later. I'll keep it in benefits section.
Now, write HTML.
Let me structure: