DTA Member Experience Professional II - Branch

Partners Federal Credit Union is seeking a DTA Member Experience Professional II - Branch to deliver exceptional financial services and support to its members. The successful candidate will identify and cultivate a network of member contacts, process financial transactions, and promote the credit union's objectives through cross-selling products and services.

Requirements

• Lead Generation and Networking
• Outbound Member Service and Sales
• Transaction Processing
• Member Needs and Financial Solutions
• Cross-Selling and Promotion
• Loan Processing and Mentorship
• Product Knowledge and Member Education
• Membership Account Management
• Quality Control and Compliance
• Branch Operations and Notary Responsibilities

Benefits

• Health insurance
• Financial benefits
• Long-term incentive units
• Bonus
• Paid time off
• Retirement plan