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The Walt Disney Company: Be Part of the Story

Be Part of the Story

Member Service Representative II (CR)

立即申请 稍后申请 Job ID 844387BR 工作地点-国家/地区 奥兰多, 佛罗里达州, 美国; 布埃纳文图拉湖, 佛罗里达州, 美国 工作发布公司 Partners Federal Credit Union; 发布日期 Oct. 19, 2021


This position is a “front line” representative for Partners Federal Credit Union whose main responsibility is to interact and develop long term profitable relationships with our Members by determining their financial needs and presenting and offering the best financial solution. Works within the sales and support teams for the achievement of Member satisfaction, revenue generation, and long-term account goals in line with company vision and values. In addition, the Member Service Representative is responsible for interaction with Members face-to-face, as well as, by telephone providing friendly, efficient, quality service and accurate information. Follows all Credit Union policies and procedures.


  • Responsible for identifying and building a network of Member contacts through qualified leads, referrals, telephone canvassing and face to face interaction with the purpose of creating financial opportunities
  • Builds trust, values others, communicates effectively, drives execution, fosters innovation, focuses on the Member, collaborates with others, solves problems creatively and demonstrates high integrity.
  • Outbound calling for Member Service and Sales, following the 2/2/2/2 program
  • Ensures that all Members' needs are met and commitments to them are kept; providing "5 Star Service" to every member, every time.
  • Promotes the credit union's objective and promotions by using advisory skills and cross-selling additional products and services to deepen the business relationship while improving the credit union's profitability through continued loan growth and increased assets placed with the branch.
  • Has thorough knowledge of the consumer loan processes. Ensures all loan documentation meets and exceeds quality control standards.
  • Subject matter expert level of product knowledge to communicate features and benefits of all Credit Union products and services. Educate Members on how to become financially responsible.
  • Processes new Memberships by opening accounts and new service request such as additional share accounts, savings services, checking, money market, certificates, IRAs, referrals, etc.
  • Ensures that all memberships documents are processed by meeting and exceeding quality control standards as outlined in the policy, including CIP, OFAC. Chexsystems, etc.
  • Assumes ownership and responsibility in all areas of your role, including assigned tasks and projects
  • Assists the department by completing projects and reports; provides suggestions to streamline department and credit union operations.
  • Knowledgeable of branch and PFCU business processes to anticipate potential issues and effectively communicate to your manager any and all problems that may arise.
  • Maintains a high degree of flexibility in support of branch needs.
  • Performs other related duties as assigned or requested.


  • Two years previous experience of loan origination in a financial institution
  • Two years experience in sales (e.g., financial products and services, insurance, etc.)
  • Previous experience in consumer lending, including lending activities or loan interviewing, in a credit union or other financial institution setting
  • Ability to use a personal computer and related software applications including Microsoft Outlook
  • Ability to work a flexible schedule, including weekends


  • Bilingual Spanish
  • Proven experience with Episys, Springboard, and/or Verafin
  • FL Notary


High School degree or equivalent


Bachelors Degree

关于 Partners Federal Credit Union:

在 50 多年的时间里,Partners Federal Credit Union 向超过 125,000 位会员提供了 Partners 差异化服务,让会员享受到了最高水平的服务、价值、特权和便利。此外,我们还提供各大银行发售的多种金融产品,包括储蓄、支票、贷款、财富管理和最新创新账户访问技术。与 The Walt Disney Company 建立的长期专属合作可确保获得卓越银行服务。Partners 是真正意义上的互帮互助关系,构建了其他金融机构难以企及的真正服务纽带和承诺。加入我们,体验 Partners 的终身尊享成员服务,我们的成员可在人生任何阶段完全信赖我们。鉴于我们与 The Walt Disney Company 的联系,为 Partners 效力的任何人员同样属于 Disney 演职人员/员工。

关于 The Walt Disney Company:

华特迪士尼公司连同其子公司和关联公司,是一家领先的多元化国际家庭娱乐和媒体公司,拥有以下业务板块:媒体网络、乐园和度假区、影视娱乐、消费产品和互动媒体。它从 20 世纪 20 年代的一家小型卡通工作室,一跃发展成为当今娱乐业中的翘楚,可谓是家喻户晓。迪士尼公司非常荣幸地继续秉承其传统,为每位家庭成员打造世界一流的故事和体验。迪士尼的故事、人物和经历吸引了世界各地的消费者和游客。我们在 40 多个国家及地区经营业务,我们的员工和演职人员携手努力,打造在全世界和当地都备受钟爱的娱乐体验。

此职位隶属于 Walt Disney Parks and Resorts U.S., Inc.,即我们称为 Partners Federal Credit Union 的业务部门的一部分。

Walt Disney Parks and Resorts U.S., Inc. 奉行机会均等原则。所有应聘者,不论种族、肤色、宗教信仰、性别、民族出身、性取向、性别认同、残疾状况或受保护的退伍军人身份,均有机会获得聘用。Disney 营造健康向上的企业文化,确保每个人的想法和决策都能帮助我们发展、革新、创作出色故事,同时紧跟日新月异的时代步伐。

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