Arrowhead Credit Union jobs in Rancho Cucamonga, CA - 23 jobs

Do you have a passion for technology? Do you enjoy setting up, configuring and maintaining multiple IT systems? Are you excited about giving back to your community? If so, we want to talk to you - we are currently looking for Service Superstars to join our Team! This position administers the credit union's computer systems, network, peripherals and activities in support of daily credit union operations; maintains overall systems efficiency, manages performance and maintains a secure computing environment; performs installations, maintenance and training for projects. Major Duties and Essential Functions: Personally, provides exceptional Member service; uses Service Standards in every work- related interaction. Actively participates in meeting the goals of the department and the Credit Union. Provides excellent service by using a positive and professional tone to assists callers and Team Members accurately, thoroughly and as efficiently as possible while maintaining consistent and friendly service. Ensures that a smile can be heard on each call. Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously, with the ability to give unexpected status in any of the areas of responsibility. Manages multiple systems and workstations, ensuring proper integration of the components with computer systems. Researches data security needs and requirements for current and future systems. Performs vulnerability analysis for intentional and unintentional systems misuse and identifies appropriate counter measures. Assists with establishing, implementing and monitoring of procedures and policies. As secondary liaison between users and Information Systems (IS) department, provides on-call consulting advice and technical support to various users/client organizations in regard to specific operational/application issues that are outside the capability of the Information Systems Helpdesk; maintains ownership of system operations problems; resolves if possible or manages immediate resolution process. Researches/evaluates/installs/configures all computer/network hardware, systems software including operating systems and communications products, cloud computing, and AI; coordinates implementations with third party vendors and supports representatives as needed; serves as a liaison between vendors and other departments on technology related projects. Develops/implements various training and instruction programs for users on the use of operating systems, networking, applications and databases. Evaluates new projects and proposes systems for feasibility and cost effectiveness; makes recommendations for implementation to management. Takes lead role in analyzing, planning and implementing projects including software, in-house development, hardware and networks to provide new products and services to members of the credit union and to improve the effectiveness of service delivery. Maintains documentation on computer, peripheral, communication equipment, software, cloud computing, and AI for disaster recovery and business resumption purposes; assists with annual testing of the Disaster Recovery Plan; makes recommendations on functionality and/or logistical issues related to disaster recovery. Performs capacity planning and tuning of systems to assure maximum availability and optional utilization; directs/assists with hardware and software upgrades as needed. Develops project scope and timeline documents for individual projects. Stays current with evolving trends in information technology, networking, server, Personal Computer (PC) software and hardware, application development, cloud computing, AI, and the internet. Provides guidance and assistance on technical skills to other IS staff. Regular and predictable attendance and punctuality. Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Controls (OFAC) laws/regulations applicable to area of responsibility and complies with all laws/regulations. Other duties as assigned and deemed necessary by Supervisor to achieve the goals of the department and the Credit Union. Benefits Include: Weekly pay 401K Retirement Savings Plan with company match Paid time off accruals begin upon hire, 15 paid vacation days (and increases with tenure!) , 11 paid holidays annually Paid sick leave Company-provided life insurance at twice your annual salary Financial Education Programs DoorDash DashPass To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range: Minimum: $88,888.89/annual | Midpoint: $111,111.11/annual | Maximum: $133,333.33/annual

Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. The Member Experience Professional I provides excellent, professional service to Members, using consultative sales techniques to build loyalty and cross-sell Credit Union services. As a key representative of Partners Federal Credit Union, they develop long-term relationships with Members by identifying financial needs and offering suitable solutions. The role involves performing all teller functions, resolving complex problems, balancing daily totals, overseeing balancing, processing transactions, ensuring smooth flow and adequate coverage of the teller line, and maintaining professional service standards. Additional responsibilities include managing member accounts, ensuring accurate and up-to-date records, handling deposits, withdrawals, and other financial transactions efficiently and accurately. The Member Experience Professional I assists in the processing of loan applications by gathering necessary documentation and conducting initial reviews. They support the sales team in promoting credit union products and services, such as credit cards, mortgages, and savings accounts. Compliance with regulatory requirements and internal policies is critical, as is identifying and reporting any suspicious activities. The role also involves administrative tasks such as managing paperwork, filing, and data entry to ensure smooth operations. Effective Member relationship management is key, building and maintaining relationships with Members to understand their financial needs and provide appropriate solutions. Finally, they work closely with senior Credit Union staff and other team members to support overall branch or department goals. Essential Responsibilities: Efficient Teller Operations: Ensure all teller functions comply with policies and security standards. Maintain professional and effective teller operations, including balancing and securing funds. Monitor cash levels, maintain inventory of negotiable items, and manage cash dispense machines Member Services: Provide exceptional member service by meeting Members' needs promptly and professionally. Resolve Members' requests, problems, and questions; offer Credit Union products and services. Be able to recognize when a Member request should be referred to colleagues in positions of higher authority and responsibility. Process transactions, open new accounts, and handle consumer loans from start to finish. Leadership and Supervision: Provide leadership through effective peer-to-peer coaching, delegation, and communication with support of leadership. Train and support Member Experience Professional I peers, ensuring optimal performance and professional growth within the Branch. Be able to provide glow and grow feedback regarding team performance and in support of peer growth and development. Handle any special projects delegated by leader. Problem-Solving and Support: Address complex transactions and sensitive Member relations issues. Investigate and correct teller out-of-balance conditions. Support personnel with day-to-day operations and Member interactions. Effectively work the front Lobby desk, managing Member wait time exceptions and handling transactions that can be handle quickly. Product Knowledge and Cross-Selling: Communicate features and benefits of all Credit Union products and services. Educate Members on financial responsibility and promote additional products and services. Conduct outbound calls for Member Service and Sales, following the 2/2/2 program. Transaction Processing: Perform a wide range of financial transactions, ensuring accuracy and security. Responsible for overrides. Process deposits, withdrawals, transfers, payments, and check cashing. Balance daily transactions and verify cash totals. Demonstrate fundamental Member engagement skills such as - greeting the Member with eye contact, smiling, inquiring about their business for the day and genuinely thanking them. Member Relationship Building: Build a network of Member contacts through qualified leads and referrals. Promote Credit Union objectives and deepen business relationships. Quality Control and Compliance: Ensure all membership documents meet quality control standards. Maintain compliance with policies, including CIP, OFAC, and ChexSystems. Maintain and enhance financial business acumen through continual training and self-development. Communication and Coordination: Coordinate teller Member Experience Professional I duties with related functions and communicate effectively with management. Provide suggestions for improved service and streamline operations. Flexibility and Additional Duties: Maintain flexibility in support of branch needs. Complete projects and reports related to the department. Perform other related duties as assigned or requested. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School Diploma or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years Certifications, Licenses, Registrations, etc.: CA Notary Abilities and Behaviors: 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 & ability to multi-task Organized; good time manager Responsible; takes initiative and works independently Strong teamwork skills Two years' experience in the financial industry and credit unions is required. Two years' experience in teller cash handling and cash dispense machines is required. Performance Standards: Balancing Standards Balancing Percentage Member Satisfaction Transaction Quality Partners Home Mortgage Referrals (Total Referrals / Qualified Referrals) \ Partners Wealth Management (Total Referrals / Qualified Referrals) Review Membership Applications (Membership Officer) Core Product Qualified Referrals (Checking, Certificates, MMA and Consumer Loans) Autoland / Auto Advisor referrals (Total referrals/qualified referrals) Review and submit the monthly Teller Over / Short report to the Branch Service Manager Assist and/or complete with the Branch Service Manager the Internal Verification Program (IVP) and submit the packet to the Branch Service Manager SCOPE OF JOB Discretion/Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Typical Interactions: This role interacts with a combination of walk-in Members and inbound /outbound phone calls. There is a high level of interactions with all PFCU departments. Shift Work: This part-time role includes shift work on weekends and may require hours outside of a standard 8:00 AM - 5:00 PM schedule to support operational coverage. The position offers up to 29 hours per week. Physical Demands & Environmental/Working Conditions: This position requires the ability to: move self in different positions to accomplish tasks in various environments including tight and confined spaces remain in a stationary position, often standing or sitting for prolonged periods adjust or move objects up to 15 pounds in all directions perform repeat motions that may include the wrists, hands, and/or fingers use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly hear average or normal conversations and receive ordinary information prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity. Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The hiring range for this position in California is $24.00 to $30.69 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Powered by JazzHR lnrl PbdcfE

JOB TITLE: Home Loan Advisor - In Market DEPARTMENT: Home Loans Production STATUS: Non-Exempt PAY RANGE: $29.81 - $29.81 Hourly GENERAL DESCRIPTION: The In-Market Home Loan Advisor is responsible for home loan production from assigned branches and the local mortgage market. They will work closely with the Branch Managers, local realtors and other market sources to generate home loan referrals. The advisors will be responsible for creating production strategies that will enhance the credit union's market share in their assigned market(s). The advisor is responsible for generating and responding to inquiries and referrals from their assigned branches. Interviews applicants to analyze financial and credit information, assist with financing objectives, advises on products, pricing, and gathers any other information required. The advisor will also be responsible for self-sourcing home loans from the local mortgage market by representing the credit union accordingly. The Advisor ensures exceptional service by maintaining a thorough understanding of lending programs, policies, procedures and regulatory requirements. TASKS, DUTIES, FUNCTIONS: Originate home loans by maintaining exceptional service levels and product knowledge. Discuss our home loan products and programs via phone, email or in person. Work with branch management and staff to educate and strategize to increase home loan production from our members. Work with branch management to develop market strategies to drive new membership and home loans to the credit union. Work with realtors and other business partners in the market their assigned branches are located. Maintain membership in realtor groups and attend business development events such as mixers, local fairs and any other event that can build the home loans brand and production. Obtain and analyzes pertinent financial and credit data. Provide initial assessment of the loan and product qualifications. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including, RESPA, HPML, HOEPA, HCML, HMDA, Fair Lending and bank secrecy and anti- money laundering laws appropriate to the position. Monitor home loan pipeline to ensure loans are attended to promptly, efficiently and accurately to the established home loan pipeline standards. Negotiate with members on counter offers or communicate declinations when their initial request cannot be met due to program limitations such as maximum loan-to-value, debt-to-income, valuation, reserves, etc. Demonstrate the ability to delicately handle difficult situations while maintaining complete professionalism. Interact with other advisors and fulfillment staff to ensure proper procedural compliance, team collaboration and atmosphere. Consistently notate conversations with member in LOS to ensure proper communication. Additional duties as assigned by Management. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to interact with members, branches, contact center staff and other outside contacts on the telephone, e-mail or in-person. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. Effective technology and reporting skills are required to direct and mange origination activities. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of Staff/Management/Members/Third Parties. EXTERNAL: Realtors/Vendors/Organizations/Select Employer Groups/Other Business Partners. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum , or equivalent work experience is required. EXPERIENCE: 2 years or more of mortgage loan origination experience. KNOWLEDGE/SKILLS: Exceptional member service and member relation skills. Strong credit analysis and general financial analysis. Current working knowledge of the mortgage industry. Full knowledge of FNMA/FHLMC-Secondary Market and FHA Strong oral and written communication skills. Advisory and consultative home loans skills. Working knowledge of financial calculators, personal computer, copier, facsimile, etc. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Occasional bending and stooping, as may be required to accomplish work LICENSES/CERTIFICATIONS: MLO Registration required: An individual in this position has been determined to be a Mortgage Loan Originator as defined by the S.A.F.E Act and whose responsibilities include taking applications and discusses terms or negotiates rates on loans secured by real property. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 10/24/2025

TITLE: CONTACT CENTER MEMBER SERVICE REPRESENTATIVE IISTATUS: NON-EXEMPT REPORT TO: MSCC SUPERVISOR DEPARTMENT: MEMBER SERVICE CONTACT CENTER JOB CODE: 1104 PAY SCALE: $21.50 - $21.50 HOURLY GENERAL DESCRIPTION: This Member Service Representative II is an energetic and goal-oriented individual who has a passion for service excellence; providing exceptional service, utilizing effective call handling techniques to create a positive and memorable experience. The MSR II responds accurately to member inquiries by telephone in English and Spanish languages (if certified). The MSR II effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns. The ideal candidate will proactively engage members to achieve their financial goals in a consultative approach as part of the solution to their inquiry. TASKS, DUTIES, FUNCTIONS: Demonstrates advanced Credit Union knowledge, ability to resolve complex issues, digital support, and escalations with minimum guidance. Learn and retain an exceptional working knowledge of products and services. Meet and achieve established performance standards commensurate to grade level, with phone efficiency and quality in a fast-paced environment. Demonstrates understanding of member needs, concerns and or frustrations and respond by demonstrating care, concern, and an appropriate sense of urgency. Demonstrate a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. • Demonstrate superior product knowledge recommending products/services to meet the member's needs. Identify, investigate, and resolve basic and complex member concerns, as well as process and complete member transactions in a timely and efficient manner. Identify and report fraudulent activity to prevent potential loss to Credit Union. Update member and Credit Union account information efficiently and accurately. Educate members on products in an effort to retain and enhance member loyalty. Maintains ownership with the majority of their calls, requiring minimal guidance from Support. Ability to de-escalate situations, looking from several points of view and applying good judgement and critical thinking to resolve the situation. Assist members with Online /Mobile Banking complex issues and Mobile Wallet set-up. Ability to open Sub shares. Complete Regulatory Training Modules as required. Model Golden 1 core values Integrity, Reliability, Service Excellence, and Inclusion. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to ensure exceptional member experience. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of management and staff. EXTERNAL: Members, potential members, peers in other departments or branches. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum or GED. Some college preferred, not required. EXPERIENCE: One year customer service experience in a contact center environment and/or 2+ years financial services experience. Member relationship building experience preferred, not required. KNOWLEDGE / SKILLS: Strong oral, written and interpersonal communication skills acquired through experience in a Retail setting or through a financial background. Ability to converse, demonstrate sincere concern, and build rapport while resolving problems and offering solutions to inquiries in English and/or Spanish with callers. Must be able to multi-task and work independently. Meet performance standards commensurate to grade level with efficiency and quality. Skill testing related to product knowledge. Ability to effectively and efficiently utilize all systems required to resolve member issues related to online banking and mobile wallet troubleshooting. Ability to effectively and efficiently utilize all systems required to open new sub accounts. Ability to demonstrate good decision making and obtaining guidance for situations as needed. Knowledge of intranet/internet. Aptitude for learning a variety of computer systems and using technology to solve member issues. Ability to navigate multiple computer systems, applications, and utilize search tools to find information. Bilingual skills a plus - English/Spanish. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including a financial calculator, personal computer, facsimile machine, and telephone. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. *Our Member Service Contact Center team's operating hours are Monday through Friday 7:20am to 6:30pm and Saturday 8:30am to 5:00pm. Schedules are assigned based on business needs and are subject to change. LICENSES / CERTIFICATIONS: None THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES.

Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. The Member Experience Professional I provides excellent, professional service to Members, using consultative sales techniques to build loyalty and cross-sell Credit Union services. As a key representative of Partners Federal Credit Union, they develop long-term relationships with Members by identifying financial needs and offering suitable solutions. The role involves performing all teller functions, resolving complex problems, balancing daily totals, overseeing balancing, processing transactions, ensuring smooth flow and adequate coverage of the teller line, and maintaining professional service standards. Additional responsibilities include managing member accounts, ensuring accurate and up-to-date records, handling deposits, withdrawals, and other financial transactions efficiently and accurately. The Member Experience Professional I assists in the processing of loan applications by gathering necessary documentation and conducting initial reviews. They support the sales team in promoting credit union products and services, such as credit cards, mortgages, and savings accounts. Compliance with regulatory requirements and internal policies is critical, as is identifying and reporting any suspicious activities. The role also involves administrative tasks such as managing paperwork, filing, and data entry to ensure smooth operations. Effective Member relationship management is key, building and maintaining relationships with Members to understand their financial needs and provide appropriate solutions. Finally, they work closely with senior Credit Union staff and other team members to support overall branch or department goals. Essential Responsibilities: Efficient Teller Operations: Ensure all teller functions comply with policies and security standards. Maintain professional and effective teller operations, including balancing and securing funds. Monitor cash levels, maintain inventory of negotiable items, and manage cash dispense machines Member Services: Provide exceptional member service by meeting Members' needs promptly and professionally. Resolve Members' requests, problems, and questions; offer Credit Union products and services. Be able to recognize when a Member request should be referred to colleagues in positions of higher authority and responsibility. Process transactions, open new accounts, and handle consumer loans from start to finish. Leadership and Supervision: Provide leadership through effective peer-to-peer coaching, delegation, and communication with support of leadership. Train and support Member Experience Professional I peers, ensuring optimal performance and professional growth within the Branch. Be able to provide glow and grow feedback regarding team performance and in support of peer growth and development. Handle any special projects delegated by leader. Problem-Solving and Support: Address complex transactions and sensitive Member relations issues. Investigate and correct teller out-of-balance conditions. Support personnel with day-to-day operations and Member interactions. Effectively work the front Lobby desk, managing Member wait time exceptions and handling transactions that can be handle quickly. Product Knowledge and Cross-Selling: Communicate features and benefits of all Credit Union products and services. Educate Members on financial responsibility and promote additional products and services. Conduct outbound calls for Member Service and Sales, following the 2/2/2 program. Transaction Processing: Perform a wide range of financial transactions, ensuring accuracy and security. Responsible for overrides. Process deposits, withdrawals, transfers, payments, and check cashing. Balance daily transactions and verify cash totals. Demonstrate fundamental Member engagement skills such as - greeting the Member with eye contact, smiling, inquiring about their business for the day and genuinely thanking them. Member Relationship Building: Build a network of Member contacts through qualified leads and referrals. Promote Credit Union objectives and deepen business relationships. Quality Control and Compliance: Ensure all membership documents meet quality control standards. Maintain compliance with policies, including CIP, OFAC, and ChexSystems. Maintain and enhance financial business acumen through continual training and self-development. Communication and Coordination: Coordinate teller Member Experience Professional I duties with related functions and communicate effectively with management. Provide suggestions for improved service and streamline operations. Flexibility and Additional Duties: Maintain flexibility in support of branch needs. Complete projects and reports related to the department. Perform other related duties as assigned or requested. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School Diploma or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years Certifications, Licenses, Registrations, etc.: CA Notary Abilities and Behaviors: 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 & ability to multi-task Organized; good time manager Responsible; takes initiative and works independently Strong teamwork skills Two years' experience in the financial industry and credit unions is required. Two years' experience in teller cash handling and cash dispense machines is required. Performance Standards: Balancing Standards Balancing Percentage Member Satisfaction Transaction Quality Partners Home Mortgage Referrals (Total Referrals / Qualified Referrals) \ Partners Wealth Management (Total Referrals / Qualified Referrals) Review Membership Applications (Membership Officer) Core Product Qualified Referrals (Checking, Certificates, MMA and Consumer Loans) Autoland / Auto Advisor referrals (Total referrals/qualified referrals) Review and submit the monthly Teller Over / Short report to the Branch Service Manager Assist and/or complete with the Branch Service Manager the Internal Verification Program (IVP) and submit the packet to the Branch Service Manager SCOPE OF JOB Discretion/Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Typical Interactions: This role interacts with a combination of walk-in Members and inbound /outbound phone calls. There is a high level of interactions with all PFCU departments. Shift Work: This part-time role includes shift work on weekends and may require hours outside of a standard 8:00 AM - 5:00 PM schedule to support operational coverage. The position offers up to 29 hours per week. Physical Demands & Environmental/Working Conditions: This position requires the ability to: move self in different positions to accomplish tasks in various environments including tight and confined spaces remain in a stationary position, often standing or sitting for prolonged periods adjust or move objects up to 15 pounds in all directions perform repeat motions that may include the wrists, hands, and/or fingers use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly hear average or normal conversations and receive ordinary information prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity. Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The hiring range for this position in California is $24.00 to $30.69 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Powered by JazzHR E6IS4Ker3R

The Manager, Branch Experience leads their team to deliver exceptional member service; ultimately driving member loyalty, engagement, and a favorable reputation within the community. This role is responsible for all aspects of the member experience; including accurate, efficient, consultative service from a highly-skilled, highly-engaged team. The Manager, Branch Experience expertly develops and implements plans to achieve the Credit Union's strategic goals, while effectively communicating with vision and passion that motivates and inspires their team to deliver superior results. This role builds and fosters a culture that promotes the one-team spirit, acting with integrity, taking action, courage, and having an open mind, all in the spirit of service and advocacy for the membership. Essential Functions and Responsibilities Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Ensures that exceptional member service is being provided to members and team members, at all times. Serves as a strong example of leadership in work ethic, professionalism, and conduct. Actively participates in and provides leadership for the team in meeting the goals of the department and the Credit Union by promoting a harmonious work environment that motivates others towards team participation, goal setting/accomplishment, and personal development. Ensure staff commitment to member service standards. This includes leading by example with a positive and professional tone and demeanor when assisting members and team members. Using courage and integrity to take action and provide friendly service at all times. Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously, with the ability to give unexpected status in any of the areas of responsibility. Observes and assesses branch service effectiveness on an ongoing basis; develops and implements strategies for coaching, recognition, and talent management that result in exceptional member experience, member loyalty and engagement. Creates and implements a branch service plan that includes team development, efficiency, accuracy, and member experience; driving positive results in member experience and a favorable and trusted view within the community. Analyzes reports and information to identify branch strengths and opportunities; uses this information to create and augment branch plans. Continuously advocates for the membership; makes sound and swift decisions while balancing service and risk; provides solutions and makes recommendations to further improve member experiences. Plans and facilitates team meetings that drive branch efficiency, promote excellent internal and external service, and continuously develop the team skills and behaviors. Oversight of comprehensive branch operations in accordance with organizational policy and procedure, including; overall accuracy in service, internal audit process, security controls, risk management, and loss prevention. Ensures adherence to security controls to protect the branch against criminal/fraudulent operations and unnecessary risk/exposure. Collaborate with regional Membership Development team to build and nurture a positive reputation amongst key community relationships. Assists AVP and VP of Branches/Member Experience with organizational initiatives as needed. Performs supervisory duties: interviews applicants; plans, assigns, directs, and evaluates direct report's work, measures performance against goals; reviews efficiency and completeness of tasks; conducts performance reviews, recommends salary increases and develops higher levels of expertise in Team Members through training. Supports and assists at branches throughout the Arrowhead branch network. Regular and predictable attendance and punctuality. Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Identity Theft Red Flags and Office of Foreign Assets Control (OFAC) and complies with all federal and state laws/regulations as well as organizational policies, procedures, and processes applicable to area of responsibility. Other duties as necessary and assigned and deemed necessary by the Supervisor to achieve the goals of the Credit Union and department. Benefits Include: (not a complete list) Wellbeing Weekly pay 401K Retirement Savings Plan with company match Paid time off accrual begins upon hire, 15 paid vacation days, 11 paid holidays Paid sick leave Company-provided life insurance at twice your annual salary Financial Education Programs DoorDash DashPass Health Medical, Dental, and Vision Insurance for part-time and full-time employees Modern Health Care.com subscription Teladoc Career Development Career development opportunities Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program. To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range: Minimum: $88,888.89 /annually| Midpoint: $111,111.11/annually | Maximum: $133,333.33/annually

** We are currently hiring for one position that may be based out of either our Florida or California office locations. While we are considering candidates from both coasts, only one role will be filled.** Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. The Member Education Program Specialist supports the successful execution of Partners' Path to Financial Stability program. This role manages the operational, tracking, and communication functions that ensure participants stay engaged, meet key milestones, and achieve their financial goals. The Specialist will oversee backend processes, maintain program data and platforms, coordinate participant communications, and partner closely with the Education & Development team to create a consistent, high-quality experience from enrollment to completion. Principal Responsibilities: Program Operations Manage the day-to-day operations of the Path to Financial Stability program from onboarding to completion. Own the program tracking process, ensuring accurate participant data, milestones, and financial goals are up to date. Maintain and update all program platforms, dashboards, tracking sheets, and reporting tools. Oversee scheduling and logistics for quarterly workshops, follow up sessions, and one-on-one counseling. Build and manage timelines, workflows, and checklists to ensure all program components stay on track. Participant Tracking & Progress Management Track participant progress toward savings goals, milestones, deliverables, and attendance. Send proactive follow-ups, reminders, and communications for upcoming appointments, milestones, or missing items. Serve as point of coordination between participants, counselors, and program facilitators to ensure participants stay on track. Ensure high-touch, high-consistency communication throughout the year. Data, Reporting & Compliance Compile weekly, monthly, and quarterly program reports for leadership. Analyze participation, attendance, and goal completion trends. Maintain documentation for audit-readiness and ensure data security and confidentiality. Support building insights and recommendations for program improvements. Cross-Functional Collaboration Work closely with Education & Development, Member Experience, and Marketing to support program execution. Coordinate with certified financial counselors to ensure consistency in follow-ups and member experience. Partner with IT, BI, and vendors to troubleshoot or enhance tracking tools and systems. Continuous Improvement Identify opportunities to streamline processes, automate tasks, or improve member touchpoints. Support the development of templates, workflows, and SOPs as the program grows Additional Responsibilities: Support onboarding of new cohorts each quarter, including enrollment, materials, and communications. Maintain all member-facing resources, ensuring content is updated and accurate. Coordinate incentives, completion certificates, or recognition moments. Assist with workshop setup, materials, technology, and vendor coordination for MEDA team. Partner with Manager, MEDA on monthly virtual workshops. Coordination and Implementation. Partner with Retail Marketing team on monthly educational themes, with focuses on amplification through digital channels. Update educational curriculum and supporting documents as needed. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 2 to 5 years Specific Experience Required: Experience in program coordination, project support, financial education, member experience, training and development or operations preferred Other Training, Technical Skills, or Knowledge Required: Strong organizational and project management skills Comfortable working with data, tracking tools, spreadsheets, and dashboards Excellent written and verbal communication skills Strong follow-through, attention to detail, and accountability Ability to manage sensitive financial information confidentially Shift Work: Employee is non-exempt, generally Mon-Fri day shifts but may be required to work evenings, weekends, and holidays as needed. Physical Demands & Environmental/Working Conditions: This position is performed primarily in a traditional office or bank/credit union setting, in a hybrid role that will require in-office workdays, frequent branch visits and ability to work effectively on remote days. May be required to work nights and weekends This position requires the ability to: Move self in different positions to accomplish tasks in various environments including tight and confined spaces Remain in a stationary position, often standing or sitting for prolonged periods Adjust, move, and carry objects up to 25 pounds in all directions, occasionally up to 50 pounds Stand for extended periods of times Perform repeat motions that may include the wrists, hands, and/or fingers. Use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly. Hear average or normal conversations and receive ordinary information. Prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity. Work may include outdoor activity Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The hiring range for this position in Florida is $62,800 to $94,200 per year and in California is $70,960 to $106,440. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. #li-hybrid Powered by JazzHR QPvEbK68c6

Are you seeking a promising career in a growing organization? Check out this position. Are you a creative solution seeker? Do you have experience with helping people through financial challenges in a warm, caring, friendly manner? We want to speak with you - we are looking for Service Superstars to join our Team! The Collector 1 role consistently demonstrates a high degree of empathy and an ability to offer resolutions for Members in challenging financial circumstances. Essential Functions and Responsibilities Service Personally, provides exceptional Member service; uses Service Standards in every work-related interaction. Actively participates in meeting the goals of the department and the Credit Union. Provides excellent service by using a positive and professional tone to assists callers and team members accurately, thoroughly and as efficiently as possible while maintaining consistent and friendly service. Ensures that a smile can be heard on each call. Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously, with the ability to give unexpected status in any of the areas of responsibility. Daily Responsibilities Answers inbound calls to help support our members and internal Team Members resolve issues relating to collections. Effectively communicates with members and team members through multiple communication channels, including phone, email, secured messaging, chat, and text messaging. Proactively places outbound calls to members and exhibits strong negotiation skills to secure payment arrangements to collect on delinquent loans or negative shares. Documents contact and communication with members in the Credit Union's core operating systems, Akcelerant and/or Symitar. Negotiates payment arrangements or recommends solutions that will assist members in bringing their past-due balances current and resolves issues related to delinquency. Follows up and monitors delinquent loans and negative shares for broken promises to pay. Manages complex queues from early to ongoing delinquency, legal assignment, repossession, bankruptcies, and collateral in active recovery accounts. Negotiates settlement offers for all consumer shares and loans. Collaborates with the ACH/EFT Services Department to resolve unresolved electronic transactions (ACH exceptions). Analyzes consumer credit reports and offers recommendations that encourage favorable financial outcomes. Provide backup as needed in posting transfers and checks. Processes loan extensions independently, within authorized limits, based on budgeting and the account's history. Assigns accounts for field chase, repossession, legal, and skip agents and updates Akcelerant and Symitar with results. Processes loan modifications independently within authorized limits. Recommend collateral repossessions on consumer loans and prepares required documentation for final approval. Analyze vehicle collateral fair market value. Provides Call Center overflow coverage. Conducts thorough share or membership review to determine reopening or reinstatement of services, including but not limited to savings, checking, courtesy pay, and digital services. Performs targeted skip tracing; searches free websites, loan applications, signature cards, etc., to locate delinquent members. Benefits Include: (not a complete list) Wellbeing Weekly pay 401K Retirement Savings Plan with company match Paid time off accrual begins upon hire, 15 paid vacation days, 11 paid holidays Paid sick leave Company-provided life insurance at twice your annual salary Financial Education Programs DoorDash DashPass Health Medical, Dental, and Vision Insurance for part-time and full-time employees Modern Health Care.com subscription Teladoc Career Development Career development opportunities Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range: Minimum: $24.44/hour| Midpoint: $30.55/hour | Maximum: $36.66/hour

Job DescriptionThe Private Banker role at Partners Federal Credit Union is built for financial professionals who want meaningful member relationships, strong work/life balance, and a career path that blends banking expertise with growing investment skills. Unlike the high-pressure sales culture at large banks, our Private Bankers develop deep, long-term financial relationships with Disney Cast Members and families in a service-first environment. We offer stability, a nationally respected brand, and the ability to expand into investment and wealth advisory roles over time. For candidates who want a balance of relationship banking plus the opportunity to grow their investment knowledge, without the pressure of a production-heavy retail bank, this is a unique and highly fulfilling career path. As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required. The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs. Essential Responsibilities: Comprehensive Relationship Management - Serve as the primary contact for affluent and select members, managing complete banking and investment relationships using a proactive, consultative approach. Collaborate with Partners Wealth Management Advisor to provide investment guidance and recommendations to affluent members and those beginning their investment journey. As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required. The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs. Advice-Based Banking - Deliver tailored financial and investment solutions using an advice-based approach, ensuring recommendations align with member goals. Proactive Financial Needs Assessment - Identify life events and evolving financial needs to recommend appropriate financial solutions. Product and Service Expertise - Maintain knowledge of current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders. Mentorship and Leadership - Mentor all levels of Member Experience Professionals, sharing knowledge and skills to enhance performance and success. Cross-Selling and Financial Growth - Promote the credit union's objectives by cross-selling products and services, contributing to branch growth. Provide regular updates to the Private Banking Program Manager on performance metrics. Regulatory Compliance and Documentation - Ensure all documentation meets quality control standards and regulatory policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption - Educate members on digital and online banking solutions to enhance convenience and financial literacy. Business Development and Member Engagement - Represent Partners at business development events, expos, and seminars. Acquire new memberships and follow up with targeted outreach. Investment and Partnership Guidelines Approximately 75% of time is dedicated to banking products and services, with 25% focused on investment opportunities in partnership with the Partners Wealth Management Advisor. Specific investment thresholds require joint meetings with members, the Advisor, and the Private Banker. The Guided Wealth Portfolio (GWP) is the only investment product the Private Banker may sell independently. All investment-related activities must comply with regulatory standards and Partners Wealth Management policies. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years in retail banking. Current FINRA certifications and licenses include SIE, and Series 6 Certifications, Licenses, Registrations, etc.: NMLS Certification - Required CA Notary - Required State L&D Insurance License - Required SIE (if Series 6 acquired after October 1, 2018)- Required FINRA Series 63 & 65 OR Series 66 Note: not required at time of hire, but must be acquired within 9-12 months of hire date Continued employment for Series 6 applicants is contingent upon obtaining the Series 63 & 65 or 66 within 9 -12 months of hire. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. Abilities and Behaviors: 3+ years of experience building and maintaining relationships with members and colleagues. Strong knowledge of banking and securities regulations. Excellent member service, sales, and conflict resolution skills. Effective communication, organization, and time management abilities. Adaptability and initiative; able to work independently with minimal supervision. Strong teamwork and collaboration skills. High motivation, professionalism, and ethical standards. Demonstrates discretion when handling confidential financial information. Scope of the Job Performance Standards: New Memberships: 5-8 per month Loan Originations: 12-17 funded applications per month ($300K-$425K) Insurance Units: 8-12 per month (PLP, GAP, MBI) Qualified Referrals: 5-7 per month (Wealth, Auto, Mortgage) Investment Product Sales: 2 new Guided Wealth Portfolio (GWP) accounts per month Maintain member satisfaction and compliance quality scores at or above standards. Discretion / Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments. Business / Work Environment: Shift work, including weekends and home visits, consists of hours outside of an 8 - 5 schedule to cover the hours of operation. Able / flexible to work evenings and Saturday at the convenience of the member. Challenges: Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (Springboard & Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. The hiring range for this position in California is $68,640 to $86,760 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Powered by JazzHR En2L7riFLe

Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. 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. Responsibilities include conducting outbound calls as part of the Partners Sales and Service Member program, processing a wide range of financial transactions, and proactively identifying changes in members' banking needs to recommend relevant financial solutions. 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. Job 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. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School or GED (required) Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years Language Skills: Spanish (preferred) Certifications or Licenses Required: CA Notary NMLS Certification Medallion Signature Guarantee Certification - Preferred Other Training, Technical Skills, or Knowledge Required: Ability to use a personal computer and related software applications including Microsoft Outlook - Required Experience using Episys - Preferred Experience using Springboard - Preferred Experience using Verafin - Preferred Other Measurable Abilities Required: 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 & ability to multi-task Organized; good time manager Responsible; takes initiative and works independently Strong teamwork skills Two years' experience in the financial industry and credit unions is required. Two years' experience in teller cash handling and cash dispense machines is required. Experience in sales is preferred. Previous supervisory experience preferred Business/Work Environment: Shift work including weekends consists of hours outside of an 8 - 5 schedule to cover the hours of operation Other: Ability to travel from branch locations when required. Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by cast members within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of cast members assigned to this job. The hiring range for this position in California is $24.00 to $33.98 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. To learn more about our benefits visit: **************************************** Powered by JazzHR tub S10NV4H

Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. This position has an emphasis on demonstrating sales acumen and identifying member needs while finding solutions as a representative for Partners Federal Credit Union. This is achieved through interactions and development of long-term profitable relationships with our member. The Team Digital Member Experience Professional II will determine member's financial needs and present and offer the best financial solution in a digital work environment. Works within the sales and support teams for the achievement of Member satisfaction, revenue generation, and long-term account goals in line with company core values and winning behaviors. In addition, the Member Experience Professional II is responsible for interaction with members by telephone and electronic correspondence providing friendly, efficient, quality service and accurate information. Follows all Credit Union policies and procedures. Essential Responsibilities: 1. Build a “Book of Members”, ensuring periodic contact to deepen the membership with 2. Input data quickly and efficiently. Research and obtain further information for incomplete documents. 3. Ensure all new member data is entered accurately. Correct errors as needed. Comply with data integrity and security policies. 4. Follow all confidentiality procedures to protect member and credit union information. 5. Update and add notes regarding call and member to all Synapsys events 6. Take inbound calls and emails (account assistance/maintenance, submitting events, family referrals, new memberships) 7. Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities. 8. Protects and maintains confidentiality with all members financial data when handling customer requests and transactions. 9. Compile, verify accuracy and sort information to prepare source data for computer entry. 10. Able to present recommendations focused on benefits to member, and function of product or service. Additional Responsibilities: 1. Able to uncover and determine member financial needs. 2. Attend department and other meetings as needed. 3. Balances workload to handle new members and follow-up for existing members. 4. Provide additional administrative support as needed. 5. All other duties as assigned by the Manager KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School Diploma or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 2 to 5 years Specific Experience Required: Some sales experience required Abilities and Behaviors: Strong listening, verbal, written and telephone etiquette business communication skills, with the ability to communicate and follow up on products, policies, or technical issues over the phone Shift Work: Monday - Saturday, Day and Early Evening Shifts SCOPE OF JOB Discretion/Latitude: Front-line digital bank branch service reps operate with moderate supervision, making decisions within set guidelines. They resolve customer inquiries, process transactions, and escalate complex issues. While higher management holds ultimate authority, reps play a crucial role in ensuring customer satisfaction and branch efficiency, exercising sound judgment and adhering to standards. Typical Interactions: This role interacts primarily with our members by telephone, electronic correspondence, and/or in person. Physical Demands & Environmental/Working Conditions: This position requires the ability to: move self in different positions to accomplish tasks in various environments including tight and confined spaces remain in a stationary position, often standing or sitting for prolonged periods adjust or move objects up to 15 pounds in all directions perform repeat motions that may include the wrists, hands, and/or fingers use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly hear average or normal conversations and receive ordinary information prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity. Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The hiring range for this position in California is $24.00 to $33.98 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. #li-hybrid Powered by JazzHR SNcaqxjBd7

Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Actively participates in meeting the goals of the department and the Credit Union. Provides excellent service by using a positive and professio Relationship Specialist, Teller, Associate, Part Time, Relationship, Entry Level, Banking, Business Services

Do you have a passion for technology? Do you enjoy setting up, configuring and maintaining multiple IT systems? Are you excited about giving back to your community? If so, we want to talk to you - we are currently looking for Service Superstars to join our Team! This position administers the credit union's computer systems, network, peripherals and activities in support of daily credit union operations; maintains overall systems efficiency, manages performance and maintains a secure computing environment; performs installations, maintenance and training for projects. Major Duties and Essential Functions: * Personally, provides exceptional Member service; uses Service Standards in every work- related interaction. * Actively participates in meeting the goals of the department and the Credit Union. * Provides excellent service by using a positive and professional tone to assists callers and Team Members accurately, thoroughly and as efficiently as possible while maintaining consistent and friendly service. Ensures that a smile can be heard on each call. * Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously, with the ability to give unexpected status in any of the areas of responsibility. * Manages multiple systems and workstations, ensuring proper integration of the components with computer systems. * Researches data security needs and requirements for current and future systems. * Performs vulnerability analysis for intentional and unintentional systems misuse and identifies appropriate counter measures. * Assists with establishing, implementing and monitoring of procedures and policies. * As secondary liaison between users and Information Systems (IS) department, provides on-call consulting advice and technical support to various users/client organizations in regard to specific operational/application issues that are outside the capability of the Information Systems Helpdesk; maintains ownership of system operations problems; resolves if possible or manages immediate resolution process. * Researches/evaluates/installs/configures all computer/network hardware, systems software including operating systems and communications products, cloud computing, and AI; coordinates implementations with third party vendors and supports representatives as needed; serves as a liaison between vendors and other departments on technology related projects. * Develops/implements various training and instruction programs for users on the use of operating systems, networking, applications and databases. * Evaluates new projects and proposes systems for feasibility and cost effectiveness; makes recommendations for implementation to management. * Takes lead role in analyzing, planning and implementing projects including software, in-house development, hardware and networks to provide new products and services to members of the credit union and to improve the effectiveness of service delivery. * Maintains documentation on computer, peripheral, communication equipment, software, cloud computing, and AI for disaster recovery and business resumption purposes; assists with annual testing of the Disaster Recovery Plan; makes recommendations on functionality and/or logistical issues related to disaster recovery. * Performs capacity planning and tuning of systems to assure maximum availability and optional utilization; directs/assists with hardware and software upgrades as needed. * Develops project scope and timeline documents for individual projects. * Stays current with evolving trends in information technology, networking, server, Personal Computer (PC) software and hardware, application development, cloud computing, AI, and the internet. * Provides guidance and assistance on technical skills to other IS staff. * Regular and predictable attendance and punctuality. * Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Controls (OFAC) laws/regulations applicable to area of responsibility and complies with all laws/regulations. * Other duties as assigned and deemed necessary by Supervisor to achieve the goals of the department and the Credit Union. Benefits Include: * Weekly pay * 401K Retirement Savings Plan with company match * Paid time off accruals begin upon hire, 15 paid vacation days (and increases with tenure!) , 11 paid holidays annually * Paid sick leave * Company-provided life insurance at twice your annual salary * Financial Education Programs * DoorDash DashPass To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range: Minimum: $88,888.89/annual | Midpoint: $111,111.11/annual | Maximum: $133,333.33/annual

Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. The Member Experience Professional I provides excellent, professional service to Members, using consultative sales techniques to build loyalty and cross-sell Credit Union services. As a key representative of Partners Federal Credit Union, they develop long-term relationships with Members by identifying financial needs and offering suitable solutions. The role involves performing all teller functions, resolving complex problems, balancing daily totals, overseeing balancing, processing transactions, ensuring smooth flow and adequate coverage of the teller line, and maintaining professional service standards. Additional responsibilities include managing member accounts, ensuring accurate and up-to-date records, handling deposits, withdrawals, and other financial transactions efficiently and accurately. The Member Experience Professional I assists in the processing of loan applications by gathering necessary documentation and conducting initial reviews. They support the sales team in promoting credit union products and services, such as credit cards, mortgages, and savings accounts. Compliance with regulatory requirements and internal policies is critical, as is identifying and reporting any suspicious activities. The role also involves administrative tasks such as managing paperwork, filing, and data entry to ensure smooth operations. Effective Member relationship management is key, building and maintaining relationships with Members to understand their financial needs and provide appropriate solutions. Finally, they work closely with senior Credit Union staff and other team members to support overall branch or department goals. Essential Responsibilities: Efficient Teller Operations: Ensure all teller functions comply with policies and security standards. Maintain professional and effective teller operations, including balancing and securing funds. Monitor cash levels, maintain inventory of negotiable items, and manage cash dispense machines Member Services: Provide exceptional member service by meeting Members' needs promptly and professionally. Resolve Members' requests, problems, and questions; offer Credit Union products and services. Be able to recognize when a Member request should be referred to colleagues in positions of higher authority and responsibility. Process transactions, open new accounts, and handle consumer loans from start to finish. Leadership and Supervision: Provide leadership through effective peer-to-peer coaching, delegation, and communication with support of leadership. Train and support Member Experience Professional I peers, ensuring optimal performance and professional growth within the Branch. Be able to provide glow and grow feedback regarding team performance and in support of peer growth and development. Handle any special projects delegated by leader. Problem-Solving and Support: Address complex transactions and sensitive Member relations issues. Investigate and correct teller out-of-balance conditions. Support personnel with day-to-day operations and Member interactions. Effectively work the front Lobby desk, managing Member wait time exceptions and handling transactions that can be handle quickly. Product Knowledge and Cross-Selling: Communicate features and benefits of all Credit Union products and services. Educate Members on financial responsibility and promote additional products and services. Conduct outbound calls for Member Service and Sales, following the 2/2/2 program. Transaction Processing: Perform a wide range of financial transactions, ensuring accuracy and security. Responsible for overrides. Process deposits, withdrawals, transfers, payments, and check cashing. Balance daily transactions and verify cash totals. Demonstrate fundamental Member engagement skills such as - greeting the Member with eye contact, smiling, inquiring about their business for the day and genuinely thanking them. Member Relationship Building: Build a network of Member contacts through qualified leads and referrals. Promote Credit Union objectives and deepen business relationships. Quality Control and Compliance: Ensure all membership documents meet quality control standards. Maintain compliance with policies, including CIP, OFAC, and ChexSystems. Maintain and enhance financial business acumen through continual training and self-development. Communication and Coordination: Coordinate teller Member Experience Professional I duties with related functions and communicate effectively with management. Provide suggestions for improved service and streamline operations. Flexibility and Additional Duties: Maintain flexibility in support of branch needs. Complete projects and reports related to the department. Perform other related duties as assigned or requested. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School Diploma or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years Certifications, Licenses, Registrations, etc.: CA Notary Abilities and Behaviors: 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 & ability to multi-task Organized; good time manager Responsible; takes initiative and works independently Strong teamwork skills Two years' experience in the financial industry and credit unions is required. Two years' experience in teller cash handling and cash dispense machines is required. Performance Standards: Balancing Standards Balancing Percentage Member Satisfaction Transaction Quality Partners Home Mortgage Referrals (Total Referrals / Qualified Referrals) Partners Wealth Management (Total Referrals / Qualified Referrals) Review Membership Applications (Membership Officer) Core Product Qualified Referrals (Checking, Certificates, MMA and Consumer Loans) Autoland / Auto Advisor referrals (Total referrals/qualified referrals) Review and submit the monthly Teller Over / Short report to the Branch Service Manager Assist and/or complete with the Branch Service Manager the Internal Verification Program (IVP) and submit the packet to the Branch Service Manager SCOPE OF JOB Discretion/Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Typical Interactions: This role interacts with a combination of walk-in Members and inbound /outbound phone calls. There is a high level of interactions with all PFCU departments. Shift Work: This part-time role includes shift work on weekends and may require hours outside of a standard 8:00 AM - 5:00 PM schedule to support operational coverage. The position offers up to 29 hours per week. Physical Demands & Environmental/Working Conditions: This position requires the ability to: move self in different positions to accomplish tasks in various environments including tight and confined spaces remain in a stationary position, often standing or sitting for prolonged periods adjust or move objects up to 15 pounds in all directions perform repeat motions that may include the wrists, hands, and/or fingers use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly hear average or normal conversations and receive ordinary information prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity. Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The hiring range for this position in California is $24.00 to $30.69 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.

** We are currently hiring for one position that may be based out of either our Florida or California office locations. While we are considering candidates from both coasts, only one role will be filled.** Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. The Member Education Program Specialist supports the successful execution of Partners' Path to Financial Stability program. This role manages the operational, tracking, and communication functions that ensure participants stay engaged, meet key milestones, and achieve their financial goals. The Specialist will oversee backend processes, maintain program data and platforms, coordinate participant communications, and partner closely with the Education & Development team to create a consistent, high-quality experience from enrollment to completion. Principal Responsibilities: Program Operations Manage the day-to-day operations of the Path to Financial Stability program from onboarding to completion. Own the program tracking process, ensuring accurate participant data, milestones, and financial goals are up to date. Maintain and update all program platforms, dashboards, tracking sheets, and reporting tools. Oversee scheduling and logistics for quarterly workshops, follow up sessions, and one-on-one counseling. Build and manage timelines, workflows, and checklists to ensure all program components stay on track. Participant Tracking & Progress Management Track participant progress toward savings goals, milestones, deliverables, and attendance. Send proactive follow-ups, reminders, and communications for upcoming appointments, milestones, or missing items. Serve as point of coordination between participants, counselors, and program facilitators to ensure participants stay on track. Ensure high-touch, high-consistency communication throughout the year. Data, Reporting & Compliance Compile weekly, monthly, and quarterly program reports for leadership. Analyze participation, attendance, and goal completion trends. Maintain documentation for audit-readiness and ensure data security and confidentiality. Support building insights and recommendations for program improvements. Cross-Functional Collaboration Work closely with Education & Development, Member Experience, and Marketing to support program execution. Coordinate with certified financial counselors to ensure consistency in follow-ups and member experience. Partner with IT, BI, and vendors to troubleshoot or enhance tracking tools and systems. Continuous Improvement Identify opportunities to streamline processes, automate tasks, or improve member touchpoints. Support the development of templates, workflows, and SOPs as the program grows Additional Responsibilities: Support onboarding of new cohorts each quarter, including enrollment, materials, and communications. Maintain all member-facing resources, ensuring content is updated and accurate. Coordinate incentives, completion certificates, or recognition moments. Assist with workshop setup, materials, technology, and vendor coordination for MEDA team. Partner with Manager, MEDA on monthly virtual workshops. Coordination and Implementation. Partner with Retail Marketing team on monthly educational themes, with focuses on amplification through digital channels. Update educational curriculum and supporting documents as needed. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 2 to 5 years Specific Experience Required: Experience in program coordination, project support, financial education, member experience, training and development or operations preferred Other Training, Technical Skills, or Knowledge Required: Strong organizational and project management skills Comfortable working with data, tracking tools, spreadsheets, and dashboards Excellent written and verbal communication skills Strong follow-through, attention to detail, and accountability Ability to manage sensitive financial information confidentially Shift Work: Employee is non-exempt, generally Mon-Fri day shifts but may be required to work evenings, weekends, and holidays as needed. Physical Demands & Environmental/Working Conditions: This position is performed primarily in a traditional office or bank/credit union setting, in a hybrid role that will require in-office workdays, frequent branch visits and ability to work effectively on remote days. May be required to work nights and weekends This position requires the ability to: Move self in different positions to accomplish tasks in various environments including tight and confined spaces Remain in a stationary position, often standing or sitting for prolonged periods Adjust, move, and carry objects up to 25 pounds in all directions, occasionally up to 50 pounds Stand for extended periods of times Perform repeat motions that may include the wrists, hands, and/or fingers. Use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly. Hear average or normal conversations and receive ordinary information. Prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity. Work may include outdoor activity Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The hiring range for this position in Florida is $62,800 to $94,200 per year and in California is $70,960 to $106,440. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. #li-hybrid

Are you seeking a promising career in a growing organization? Check out this position. Are you a creative solution seeker? Do you have experience with helping people through financial challenges in a warm, caring, friendly manner? We want to speak with you - we are looking for Service Superstars to join our Team! The Collector 1 role consistently demonstrates a high degree of empathy and an ability to offer resolutions for Members in challenging financial circumstances. Essential Functions and Responsibilities Service * Personally, provides exceptional Member service; uses Service Standards in every work-related interaction. * Actively participates in meeting the goals of the department and the Credit Union. * Provides excellent service by using a positive and professional tone to assists callers and team members accurately, thoroughly and as efficiently as possible while maintaining consistent and friendly service. Ensures that a smile can be heard on each call. * Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously, with the ability to give unexpected status in any of the areas of responsibility. Daily Responsibilities * Answers inbound calls to help support our members and internal Team Members resolve issues relating to collections. * Effectively communicates with members and team members through multiple communication channels, including phone, email, secured messaging, chat, and text messaging. * Proactively places outbound calls to members and exhibits strong negotiation skills to secure payment arrangements to collect on delinquent loans or negative shares. * Documents contact and communication with members in the Credit Union's core operating systems, Akcelerant and/or Symitar. * Negotiates payment arrangements or recommends solutions that will assist members in bringing their past-due balances current and resolves issues related to delinquency. * Follows up and monitors delinquent loans and negative shares for broken promises to pay. * Manages complex queues from early to ongoing delinquency, legal assignment, repossession, bankruptcies, and collateral in active recovery accounts. * Negotiates settlement offers for all consumer shares and loans. * Collaborates with the ACH/EFT Services Department to resolve unresolved electronic transactions (ACH exceptions). * Analyzes consumer credit reports and offers recommendations that encourage favorable financial outcomes. * Provide backup as needed in posting transfers and checks. * Processes loan extensions independently, within authorized limits, based on budgeting and the account's history. * Assigns accounts for field chase, repossession, legal, and skip agents and updates Akcelerant and Symitar with results. * Processes loan modifications independently within authorized limits. * Recommend collateral repossessions on consumer loans and prepares required documentation for final approval. * Analyze vehicle collateral fair market value. * Provides Call Center overflow coverage. * Conducts thorough share or membership review to determine reopening or reinstatement of services, including but not limited to savings, checking, courtesy pay, and digital services. * Performs targeted skip tracing; searches free websites, loan applications, signature cards, etc., to locate delinquent members. Benefits Include: (not a complete list) Wellbeing * Weekly pay * 401K Retirement Savings Plan with company match * Paid time off accrual begins upon hire, 15 paid vacation days, 11 paid holidays * Paid sick leave * Company-provided life insurance at twice your annual salary * Financial Education Programs * DoorDash DashPass Health * Medical, Dental, and Vision Insurance for part-time and full-time employees * Modern Health * Care.com subscription * Teladoc Career Development * Career development opportunities * Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range: Minimum: $24.44/hour| Midpoint: $30.55/hour | Maximum: $36.66/hour

Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. 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. Responsibilities include conducting outbound calls as part of the Partners Sales and Service Member program, processing a wide range of financial transactions, and proactively identifying changes in members' banking needs to recommend relevant financial solutions. 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. Job 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. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School or GED (required) Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years Language Skills: Spanish (preferred) Certifications or Licenses Required: CA Notary NMLS Certification Medallion Signature Guarantee Certification - Preferred Other Training, Technical Skills, or Knowledge Required: Ability to use a personal computer and related software applications including Microsoft Outlook - Required Experience using Episys - Preferred Experience using Springboard - Preferred Experience using Verafin - Preferred Other Measurable Abilities Required: 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 & ability to multi-task Organized; good time manager Responsible; takes initiative and works independently Strong teamwork skills Two years' experience in the financial industry and credit unions is required. Two years' experience in teller cash handling and cash dispense machines is required. Experience in sales is preferred. Previous supervisory experience preferred Business/Work Environment: Shift work including weekends consists of hours outside of an 8 - 5 schedule to cover the hours of operation Other: Ability to travel from branch locations when required. Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by cast members within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of cast members assigned to this job. The hiring range for this position in California is $24.00 to $33.98 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. To learn more about our benefits visit: ****************************************

The Private Banker role at Partners Federal Credit Union is built for financial professionals who want meaningful member relationships, strong work/life balance, and a career path that blends banking expertise with growing investment skills. Unlike the high-pressure sales culture at large banks, our Private Bankers develop deep, long-term financial relationships with Disney Cast Members and families in a service-first environment. We offer stability, a nationally respected brand, and the ability to expand into investment and wealth advisory roles over time. For candidates who want a balance of relationship banking plus the opportunity to grow their investment knowledge, without the pressure of a production-heavy retail bank, this is a unique and highly fulfilling career path. As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required. The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs. Essential Responsibilities: Comprehensive Relationship Management - Serve as the primary contact for affluent and select members, managing complete banking and investment relationships using a proactive, consultative approach. Collaborate with Partners Wealth Management Advisor to provide investment guidance and recommendations to affluent members and those beginning their investment journey. As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required. The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs. Advice-Based Banking - Deliver tailored financial and investment solutions using an advice-based approach, ensuring recommendations align with member goals. Proactive Financial Needs Assessment - Identify life events and evolving financial needs to recommend appropriate financial solutions. Product and Service Expertise - Maintain knowledge of current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders. Mentorship and Leadership - Mentor all levels of Member Experience Professionals, sharing knowledge and skills to enhance performance and success. Cross-Selling and Financial Growth - Promote the credit union's objectives by cross-selling products and services, contributing to branch growth. Provide regular updates to the Private Banking Program Manager on performance metrics. Regulatory Compliance and Documentation - Ensure all documentation meets quality control standards and regulatory policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption - Educate members on digital and online banking solutions to enhance convenience and financial literacy. Business Development and Member Engagement - Represent Partners at business development events, expos, and seminars. Acquire new memberships and follow up with targeted outreach. Investment and Partnership Guidelines Approximately 75% of time is dedicated to banking products and services, with 25% focused on investment opportunities in partnership with the Partners Wealth Management Advisor. Specific investment thresholds require joint meetings with members, the Advisor, and the Private Banker. The Guided Wealth Portfolio (GWP) is the only investment product the Private Banker may sell independently. All investment-related activities must comply with regulatory standards and Partners Wealth Management policies. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years in retail banking. Current FINRA certifications and licenses include SIE, and Series 6 Certifications, Licenses, Registrations, etc.: NMLS Certification - Required CA Notary - Required State L&D Insurance License - Required SIE (if Series 6 acquired after October 1, 2018)- Required FINRA Series 63 & 65 OR Series 66 Note: not required at time of hire, but must be acquired within 9-12 months of hire date Continued employment for Series 6 applicants is contingent upon obtaining the Series 63 & 65 or 66 within 9 -12 months of hire. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. Abilities and Behaviors: 3+ years of experience building and maintaining relationships with members and colleagues. Strong knowledge of banking and securities regulations. Excellent member service, sales, and conflict resolution skills. Effective communication, organization, and time management abilities. Adaptability and initiative; able to work independently with minimal supervision. Strong teamwork and collaboration skills. High motivation, professionalism, and ethical standards. Demonstrates discretion when handling confidential financial information. Scope of the Job Performance Standards: New Memberships: 5-8 per month Loan Originations: 12-17 funded applications per month ($300K-$425K) Insurance Units: 8-12 per month (PLP, GAP, MBI) Qualified Referrals: 5-7 per month (Wealth, Auto, Mortgage) Investment Product Sales: 2 new Guided Wealth Portfolio (GWP) accounts per month Maintain member satisfaction and compliance quality scores at or above standards. Discretion / Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments. Business / Work Environment: Shift work, including weekends and home visits, consists of hours outside of an 8 - 5 schedule to cover the hours of operation. Able / flexible to work evenings and Saturday at the convenience of the member. Challenges: Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (Springboard & Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. The hiring range for this position in California is $68,640 to $86,760 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Are you warm, caring, friendly, and passionate about providing excellent service? Are you excited about giving back to your community? Are you looking for an entry-level position that promises career development? If so, we want to talk to you - we are currently looking for Customer Service Superstars to join our Team! An Associate Member Relationship Specialist (Teller 1) provides exceptional face-to-face member service in our branch locations. Position hours vary between: 8:30 am - 5:30 pm Monday through Friday 8:30 am - 2:30 pm Saturday This opportunity is ideal if you are: Excited about providing amazing service to our members and the community. Looking for a position that will establish and grow your career. Interested in learning how to open financial memberships and assist with loan requests. Passionate about financial education and finding solutions. Essential Functions and Responsibilities Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Actively participates in meeting the goals of the department and the Credit Union. Provides excellent service by using a positive and professional tone to assist members and team members accurately, thoroughly, and as efficiently as possible while maintaining consistent and friendly service. Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously. Service Assists members with routine transactions and service requests, including but not limited to; positively identifying individuals, negotiating checks, receiving deposits, card services, etc. Assists with member research and problem resolution. Accurately completes member service requests, and places proper attention to data accuracy, policies and procedures, cash management and balancing, and branch safety/security routines. Works within given limits and authority; proactively seeks supervisory assistance as needed. Promotes credit union products and services and actively refers members to credit union partners as appropriate. Has an open mind; can conceptualize and proactively solve problems in pursuit of exemplary service to members, teammates, and the organization. Is courageous and willing to make decisions that result in positive member outcomes. Development Exemplifies the attitude, aptitude, and ability to learn quickly and efficiently while showing assertiveness in personal development. Successfully completes all learning events and academies on schedule, effectively communicating with mentors and leaders with the purpose of achieving learning objectives. Actively participates in organizational projects and promotions; Develops a thorough knowledge of credit union products, services, rates, and partnerships. Suggests and participates in credit union community service opportunities and events. Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Controls (OFAC) and complies with all laws and regulations applicable to area of responsibility. Regular and predictable attendance and punctuality. Other duties as assigned and deemed necessary by Supervisor to achieve the goals of the department and the Credit Union. No aggressive sales goals - our focus is serving Members. Benefits Include: (not a complete list) Wellbeing Weekly pay 401K Retirement Savings Plan with company match Paid time off accrual begins upon hire Paid sick leave Company-provided life insurance at up to twice your annual salary Financial Education Programs DoorDash DashPass Health Medical, Dental, and Vision Insurance for part-time and full-time employees Modern Health Care.com subscription Teladoc Pet Insurance Career Development Career development opportunities Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program. To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range: Minimum: $22.32 /hour | Midpoint: $27.22/hour | Maximum: $32.12/hour