<h3>Job Description</h3>
Job DescriptionPartners 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 Partner’s 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 &amp; 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:
<ul>
<li>FL Notary</li>
<li>NMLS Certification</li>
<li>Medallion Signature Guarantee Certification – Preferred</li>
</ul>
Other Training, Technical Skills, or Knowledge Required:
<ul>
<li>Ability to use a personal computer and related software applications including Microsoft Outlook – Required</li>
<li>Experience using Episys – Preferred</li>
<li>Experience using Springboard – Preferred</li>
<li>Experience using Verafin – Preferred</li>
</ul>
Other Measurable Abilities Required:
<ul>
<li>Excellent member service and conflict resolution skills</li>
<li>Effective sales skills</li>
<li>Strong problem-solving and decision making skills</li>
<li>Clear and open communication skills</li>
<li>Flexible; easily adapts to change</li>
<li>Strong time-management skills &amp; ability to multi-task</li>
<li>Organized; good time manager</li>
<li>Responsible; takes initiative and works independently</li>
<li>Strong teamwork skills</li>
<li>Two years’ experience in the financial industry and credit unions is required.</li>
<li>Two years’ experience in teller cash handling and cash dispense machines is required.</li>
<li>Experience in sales is preferred.</li>
<li>Previous supervisory experience preferred</li>
</ul>
Business/Work Environment: Shift work including weekends consists of hours outside of an 8 - 5 schedule to cover the hours of operation 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 Florida is $20.04 to $30.06 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: <a href="https://jobs.disneycareers.com/benefits" target="_blank">https://jobs.disneycareers.com/benefits</a>.
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Member Experience Professional II - Branch

<h3>Job Description</h3>
Job DescriptionData Center Infrastructure Engineer At GPL Technologies, our mission is to provide powerful, reliable, and innovative technology services and leadership to creative companies by combining specialized industry expertise with excellence in engineering. We are a rapidly growing technology services firm that cater to some of Hollywood’s most notable movie studios, gaming companies, visual effects houses, and advertising firms. Our vision is to expand GPL’s presence globally, building an elite team of technology specialists focused on empowering creatives to achieve their vision without worrying about managing technology. Job summary The Customer Success Manager will play a pivotal role in ensuring that our Managed Services clients achieve their desired outcomes while using our services. This involves building strong, long-term relationships with clients, understanding their business needs, and providing tailored support to enhance their overall experience with GPL Technologies. Responsibilities Client Relationship Management: &nbsp;&nbsp; - Develop and maintain strong, trusted relationships with key stakeholders across client organizations. &nbsp;&nbsp; - Regularly communicate with clients to understand their evolving needs and goals. Onboarding and Training: &nbsp;&nbsp; - Ensure seamless onboarding of new clients by providing comprehensive training and support. &nbsp;&nbsp; - Facilitate workshops and demos to enhance product adoption and usage. Customer Retention and Growth: &nbsp;&nbsp; - Implement strategies to reduce churn and increase client retention rates. &nbsp;&nbsp; - Identify opportunities for upselling and cross-selling based on client needs. Issue Resolution and Support: &nbsp;&nbsp; - Proactively address client issues and concerns, ensuring timely resolution. &nbsp;&nbsp; - Collaborate with internal teams (e.g., sales, support) to resolve complex issues. Data Analysis and Improvement: &nbsp;&nbsp; - Analyze client data to identify trends and areas for improvement. &nbsp;&nbsp; - Use insights to refine service offerings and enhance the client experience. Advocacy and Feedback: &nbsp;&nbsp; - Act as a client advocate within GPLTech, ensuring their needs are represented in product development and service enhancements. &nbsp;&nbsp; - Collect and integrate client feedback to inform strategic decisions. Team Collaboration: &nbsp;&nbsp; - Work closely with sales, marketing, and product teams to ensure alignment and a cohesive customer journey. &nbsp;&nbsp; - Participate in training and enablement initiatives to enhance team capabilities. Preferred Qualifications/Skills - Communication and Interpersonal Skills: Excellent ability to build rapport with clients and internal stakeholders. - Problem-Solving and Analytical Skills: Proven ability to analyze data and resolve complex issues effectively. - Leadership&nbsp;and Teamwork: Experience in leading or contributing to cross-functional teams. - Empathy and Customer Focus: Strong empathy and commitment to delivering exceptional customer experiences. - Technical Knowledge: Familiarity with managed services and technology solutions Performance Metrics - Client retention rates - Net Promoter Score (NPS) - Customer satisfaction surveys - Revenue growth from upselling and cross-selling efforts Job type 
<ul>
<li>Full-time with potential for remote work</li>
<li>Regular travel made be required for client meetings and workshops</li>
</ul>
Compensation and Benefits We provide a competitive compensation package, including 401(k) and health benefits for full-time employees. The salary for this role is 60-90k annually. Our belief in work-life balance aligns well with our very liberal vacation and personal time policy. Above all, you'll be a part of a great team of people serving a vibrant and exciting community of creative media companies around the globe. About Us Pixar’s founders famously commented on the nature of animation, inspiration, and storytelling in a simple expression: "Art challenges technology, but technology inspires the art."If you are ready to help some of the world's most creative people translate that inspiration into the next big blockbuster, then it’s time to join GPL Technologies. GPL Technologies is helping studios, VFX companies, post-production facilities, creators, artists and producers become more effective – faster, less expensive, more collaborative, with fewer headaches, and with more productivity anywhere in the world. Most of the “who's who” in media and entertainment (Netflix, Disney, Warner Bros. Discovery, Sony, and Amazon Studios to name a few) are already working with GPL Technologies to create content with record speed, quality and efficiency.&nbsp; For time and cost sensitive projects (which is everything in media these days), the value proposition is unparalleled – delivering optimized IT solutions for content creators and media services providers. Seasoned executives at some of the leading companies including Pixomondo, Technicolor, Electronic Arts, Skydance, and Apple are leaping at the chance to join this new wave in "creative enablement" and the opportunity to shape a truly electric environment for serving customers.&nbsp; We are looking for strong candidates who are self-driven, entrepreneurial, and willing to admit when their first idea won’t work – and then try a new one. No blind followers, we want thinkers who can solve problems creatively by cooperating with teammates and clients to create great outcomes. They understand that supporting clients is a challenging and rewarding experience. &nbsp;
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Customer Success Manager

<h3>Job Description</h3>
Job DescriptionPartners Federal Credit Union — Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members.&nbsp; 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. &nbsp;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 Manager is a multi-function position working across all aspects of branch functions, sales, service, operations, audit and financial. As a result, this position needs to be fluent in branch sales, member service, teller / cash &amp; check procedures, and audit. This position has primarily responsibility for Tellers and works closely with the Branch Manager in managing the sales and lobby positions. Responsible for abiding and enforcement of existing policies, procedures, and systems involving cashiering operations and Member Services functions. Coordinates, directs, and assigns work. Answers Member Experience Advisors’ questions, resolves more complex problems, and oversees balancing. Responsible for the smooth flow of teller lines, adequate window coverage, and general training and supervision of tellers. Oversees provision of a full range of Services to Members and prospective Members. Ensures that Members are promptly and professionally serviced. Provides excellent Member Service with each Member interaction. Provides complete and accurate Member Service using consultative sales techniques to retain Members and build Member loyalty. Acts as a Member Consultant as needed and actively promotes and cross-sells Partners’ products and services. Is also knowledgeable of branch financials, and results. Essential Responsibilities:
<ul>
<li>Supervision of Efficient, Effective, and Professional Operations and Member Experience Advisors</li>
<li>Ensures all branch operational and sales functions are correctly performed and follow established policies and standards, including security procedures.</li>
<li>Acts as a Backup Manager to the Branch Manager</li>
<li>Supports the Achievement of Retail Branch Sales Goals</li>
<li>Through the personal selling of all offered financial products and services, ensuring the branch meets its sales targets and demonstrating sales skills to Cast.</li>
<li>Answers Teller Questions, Solves Problems, and Assists with Complex Transactions and Sensitive Member Relations Problems</li>
<li>Explains policies and procedures to Members and makes judgments for tellers within limits of authority pertaining to cashing and/or accepting checks or drafts.</li>
<li>Assists in Preparing Work Schedules and Training Tellers, as Assigned</li>
<li>Point person for maintaining Coconut Branch Scheduling, including cast rosters and permissions to support member experience both in person and virtual</li>
<li>Responsible for creating and maintaining branch schedules along with a rotating regional Saturday schedule</li>
<li>Balances Vault, Monitors, Orders, Dispenses, Ships, and Balances Cash</li>
<li>Includes keeping Cash Dispense Machines (TCRs/ITMs) filled and functional, and possessing knowledge to adapt to new technology.</li>
<li>Approves Check Deposits and Withdrawals, Waiving and Releasing of Check Holds, Wires, and Other negotiable Items Above Teller and MSR Limits</li>
<li>Ensures Member Experience Advisors are Identifying and Building a Network of Member Contacts</li>
<li>Through qualified leads, referrals, telephone canvassing, quarterly campaign strategies, and face-to-face interaction with the purpose of creating financial opportunities.</li>
<li>Effective and Efficient Performance of Member Services Functions</li>
<li>Resolves Members’ requests, problems, and questions promptly and answers Members’ questions or refers appropriately.</li>
<li>Ensures Member Experience Advisors Actively Cross-Sell and Drive Credit Union Products and Services including PLP, GAP, and MBI.</li>
<li>Provides Leadership to Cast Through Effective Objective Setting, Coaching, Delegation, and Communication</li>
<li>Ensures that Cast is well-trained, effective, and optimally used. Provides instruction regarding policy, procedure, and service and product offerings.</li>
<li>Point person responsible for driving and executing on the job training and completion of the Success Maps for all new hires.</li>
<li>Primary driver of building and developing Playbooks for cast members growth, success, and career pathing</li>
<li>Partner effectively with the Performance and Development Coaches for the purpose of driving key behaviors in support of retail strategies by utilizing resources such as Spot-Ons, self evals, success mapping and the use of our GAIN and ARCH Models</li>
</ul>
 Additional Responsibilities: Performs procedures for opening and closing operations, including vault, alarm, and door duties. &nbsp;Accurately completes the Internal Verification Process (IVP) report as assigned. &nbsp;Be knowledgeable of branch and PFCU business processes to anticipate potential issues and effectively communicate to your manager all problems that may arise&nbsp; KNOWLEDGE &amp; SKILLS Minimum Education Required to Perform Job:&nbsp;High School Diploma or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: &nbsp;2 to 5 years Specific Experience Required:
<ul>
<li>Experience using a Check Imaging System</li>
<li>Experience using Episys</li>
<li>Experience using Synapsys</li>
<li>Experience using Verafin</li>
</ul>
 Certifications or Licenses Required:&nbsp; Notary, Medallion, NMLS Other Training, Technical Skills, or Knowledge Required: Experience using Microsoft Office Other Measurable Abilities Required:&nbsp;
<ul>
<li>Excellent Member Service, verbal, and written communication skills.</li>
<li>Ability to take initiative, work in a team, and resolve conflicts.</li>
<li>Exceptional decision-making and problem-solving skills</li>
</ul>
 Shift Work:&nbsp; Shift work including weekends consists of hours outside of an 8-5 schedule to cover the hours of operation. SCOPE OF JOB Discretion/Latitude:&nbsp; 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. Supervisory Scope:&nbsp;&nbsp;
<ul>
<li>Provides leadership to Cast through effective objective setting, coaching, delegation, and communication.</li>
<li>Ensures that Cast is well-trained, effective, and optimally used. Provides instruction regarding policy, procedure, and service and product offerings. Assists new employees.</li>
<li>Tracks individual employee progress and assists with performance reviews and appraisals as required. Provides support and suggestions for employee improvement.</li>
</ul>
 Physical Demands &amp; Environmental/Working Conditions:&nbsp; This position requires the ability to:
<ul>
<li>Move self in different positions to accomplish tasks in various environments including tight and confined spaces</li>
<li>Remain in a stationary position, often standing or sitting for prolonged periods</li>
<li>Adjust or move objects up to 15 pounds in all directions</li>
<li>Perform repeat motions that may include the wrists, hands, and/or fingers</li>
<li>Use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together</li>
<li>Verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly</li>
<li>Hear average or normal conversations and receive ordinary information</li>
<li>Prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity.</li>
</ul>
 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 Florida is $56,800 to $85,200 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.&nbsp;
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Financial Member Experience Manager I - Branch

<h3>Job Description</h3>
Job DescriptionData Center Infrastructure Engineer At GPL Technologies, our mission is to provide powerful, reliable, and innovative technology services and leadership to creative companies by combining specialized industry expertise with excellence in engineering. We are a rapidly growing technology services firm that cater to some of Hollywood’s most notable movie studios, gaming companies, visual effects houses, and advertising firms. Our vision is to expand GPL’s presence globally, building an elite team of technology specialists focused on empowering creatives to achieve their vision without worrying about managing technology. Job summary The Data Center Infrastructure Engineer at GPL Technologies will support our clients with IMAC activities across multi-site data centers. This is a full-time position, performing critical IT infrastructure tasks and remote hands services within the data center environment. The engineer will be responsible for maintaining IT infrastructure and executing remote hands services, ensuring efficient inventory management, and updating critical service management systems. Responsibilities
<ul>
<li>Infrastructure IMAC Activities – Racking, cabling, relocating, and decommissioning IT equipment.</li>
<li>Remote Hands Support – Power cycling, hardware replacements (hard drives, memory, network cards), cable tracing, and in-cabinet power connections.</li>
<li>Cabling &amp; Network Infrastructure – Installing, maintaining, and de-installing copper and fiber cables, re-terminating connections as necessary.</li>
<li>Data Center Administration – Updating configuration management database and data center infrastructure management tools.</li>
<li>Inventory Management – Managing materials inventory, handling e-waste, and facilitating media destruction.</li>
<li>Reporting &amp; Documentation – Maintaining activity logs, ensuring compliance with operational standards, and generating periodic service performance reports.</li>
</ul>
Requirements
<ul>
<li>Experience working in data center environments with hands-on IMAC and remote hands support.</li>
<li>Strong knowledge of copper and fiber optic cabling installation, maintenance, and troubleshooting.</li>
<li>Familiarity with service management tools (ex. ServiceNow) and configuration management databases.</li>
<li>Proficiency in handling IT hardware, including installing and replacing components.</li>
<li>Ability to coordinate and execute equipment moves and decommissioning tasks.</li>
<li>Strong organizational skills with the ability to manage inventory and maintain documentation.</li>
<li>Availability for on-call after-hours support when required.</li>
</ul>
 Preferred Qualifications/Skills
<ul>
<li>Certifications:
<ul>
<li>Commscope SYSTIMAX Certified Installer</li>
<li>Corning Network of Preferred Installers</li>
<li>Panduit Extended Warranty Certified Installer</li>
<li>A+ Certification </li>
</ul>
</li>
<li>Previous experience supporting multi-site data centers.</li>
<li>Knowledge of structured cabling standards (TIA-942 compliance).</li>
</ul>
 Job type
<ul>
<li>Full-time </li>
</ul>
 Compensation and Benefits We provide a competitive compensation package, including 401(k) and health benefits for full-time employees. Our belief in work-life balance aligns well with our very liberal vacation and personal time policy. Above all, you'll be a part of a great team of people serving a vibrant and exciting community of creative media companies around the globe. About Us Pixar’s founders famously commented on the nature of animation, inspiration, and storytelling in a simple expression: "Art challenges technology, but technology inspires the art."If you are ready to help some of the world's most creative people translate that inspiration into the next big blockbuster, then it’s time to join GPL Technologies. GPL Technologies is helping studios, VFX companies, post-production facilities, creators, artists and producers become more effective – faster, less expensive, more collaborative, with fewer headaches, and with more productivity anywhere in the world. Most of the “who's who” in media and entertainment (Netflix, Disney, Warner Bros. Discovery, Sony, and Amazon Studios to name a few) are already working with GPL Technologies to create content with record speed, quality and efficiency.&nbsp; For time and cost sensitive projects (which is everything in media these days), the value proposition is unparalleled – delivering optimized IT solutions for content creators and media services providers. Seasoned executives at some of the leading companies including Pixomondo, Technicolor, Electronic Arts, Skydance, and Apple are leaping at the chance to join this new wave in "creative enablement" and the opportunity to shape a truly electric environment for serving customers.&nbsp; We are looking for strong candidates who are self-driven, entrepreneurial, and willing to admit when their first idea won’t work – and then try a new one. No blind followers, we want thinkers who can solve problems creatively by cooperating with teammates and clients to create great outcomes. They understand that supporting clients is a challenging and rewarding experience. &nbsp;
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Data Center Infrastructure Engineer

<h3>Job Description</h3>
Job DescriptionCalling All Banking Relationship Managers, Premier Bankers, and Financial Advisors We have an incredible new opportunity launching in both our Orlando and California markets – Our Member Experience Advisor role! &nbsp;If you have experience as a Financial Advisor, Premier Banker, Private Banker or Sr Relationship Manager and have obtained your required licensing, this may be the role for you. As a Member Experience Advisor, you’ll be at the heart of our mission to create meaningful connections and be our members financial institution for life, while leading with purpose, fostering relationships, and helping members achieve their financial goals. The Opportunity This isn’t just a job – it’s a chance to make an impact. In this role, you’ll: •&nbsp;&nbsp; &nbsp;Be the trusted advisor: Serve as the primary contact for select members, offering personalized advice and tailored solutions that help them succeed.&nbsp; •&nbsp;&nbsp; &nbsp;Lead with integrity: Mentor branch team members, sharing your expertise to elevate the entire team’s performance. •&nbsp;&nbsp; &nbsp;Drive meaningful results: Partner with leadership to achieve retail growth objectives while always prioritizing what’s best for the member. •&nbsp;&nbsp; &nbsp;Deliver exceptional service: Educate members on innovative products, services, and digital tools to make managing their finances easier and more rewarding. What You’ll Bring We’re looking for someone who thrives on building connections and delivering results. &nbsp;You’ll need: •&nbsp;&nbsp; &nbsp;Proven experience in financial services and advising affluent clients. •&nbsp;&nbsp; &nbsp;Exceptional communication skills and a passion for delivering world-class service. •&nbsp;&nbsp; &nbsp;A leadership mindset and a desire to make a difference – not just in members’ lives but within your team and community. •&nbsp;&nbsp; &nbsp;A Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products. Why Partners? At Partners Federal Credit Union, we don’t just serve members – we empower them to reach their financial goals while creating meaningful relationships. Here, you’ll find: •&nbsp;&nbsp; &nbsp;A People-First Culture: We are driven by our commitment to our members and the communities we serve. Join a team that values collaboration, trust, and a shared purpose. •&nbsp;&nbsp; &nbsp;A Commitment to Your Growth: From professional development opportunities to clear career paths, we invest in you so you can invest in others. •&nbsp;&nbsp; &nbsp;As the credit union for The Walt Disney Company, our exclusive connection ensures best in class benefits and perks. Apply today to become a key part of the Partners Federal Credit Union story. Let’s create something extraordinary. &nbsp; This position is the main point of contact for a select group of Partners' affluent members, as well as other selected members from the branch and geography they cover. &nbsp;They are considered a key front-line leader for Partners Federal Credit Union whose main responsibility is to interact and develop long term profitable relationships with these Members by determining their financial needs and presenting and offering the best financial solution. The incumbent actively promotes and cross-sells Partners’ products and services during these transactions. The Member Experience Advisor serves as a leader to all levels of Member Experience Professionals, answering questions and resolving more complex member requests, and assists the Branch Manager and Member Experience Manager as needed. The incumbent is professional, mature in nature, very organized and knowledgeable while displaying a welcoming and positive demeanor with members and co-workers, and maintaining professional and ethical service standards set by Partners. Affluent Member focus while keeping Partners’ leadership competencies and core values centric to how you conduct business. The Member Experience Advisor needs to be versed in all Member Experience Professional positions to maintain capability to lead and inspect lower-level Branch positions. &nbsp;Securities/FINRA licensing required. &nbsp;While reporting directly to the Branch Manager, this role also collaborates closely with and is accountable to the VP of Retail Growth to support strategic initiatives and ensure alignment with retail growth objectives. Essential Responsibilities: Comprehensive Relationship Management •&nbsp;&nbsp; &nbsp;Serve as the primary contact for affluent and select members, managing their complete banking and investment relationships using a proactive, consultative approach to retain, grow balances, and deepen relationships. Advice-Based Banking •&nbsp;&nbsp; &nbsp;Manage member relationships through an advice-based approach, ensuring members receive the best financial and investment products and services tailored to their needs, including multi-generational. Proactive Financial Needs Assessment •&nbsp;&nbsp; &nbsp;Identify changes in members’ life events and banking needs to recommend relevant financial solutions, helping members achieve financial success. Product and Service Expertise •&nbsp;&nbsp; &nbsp;Stay knowledgeable about current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders, to educate and guide members effectively. Transactional Support •&nbsp;&nbsp; &nbsp;Process a wide range of financial transactions, including deposits, withdrawals, payments, and check cashing, while ensuring all transactions meet quality control standards. Mentorship and Leadership •&nbsp;&nbsp; &nbsp;Mentor all levels of branch Member Experience Professionals passing on skills, knowledge, and information to enhance their performance and success. Operational Support and Decision-Making •&nbsp;&nbsp; &nbsp;Provide backup and support to the Member Experience Manager and Branch Manager in scheduling, overrides, interest rate exceptions, loan queue management, and sales coaching. •&nbsp;&nbsp; &nbsp;Collaborate with the VP of Retail Growth to implement initiatives that drive retail success. Cross-Selling and Financial Growth •&nbsp;&nbsp; &nbsp;Promote the credit union’s objectives by cross-selling additional products and services, contributing to loan growth and increased assets at the branch. •&nbsp;&nbsp; &nbsp;Provide regular updates to the VP of Retail Growth on performance metrics related to retail growth objectives. Regulatory Compliance and Documentation •&nbsp;&nbsp; &nbsp;Ensure all membership documents and loan documentation meet quality control standards and comply with policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption •&nbsp;&nbsp; &nbsp;Educate members on credit union technology and digital solutions, such as mobile and online services, to enhance convenience and financial literacy. Knowledge &amp; Skills Education Level: High School or GED (required) Years of Relevant Work Experience: &nbsp; 3 to 5 years (1 year minimum for Member Experience Professional) Language Skills: Spanish (preferred) Haitian Creole (preferred) &nbsp;&nbsp; Certifications, Licenses, Registrations, etc.: NMLS Certification – Preferred CA Notary – Preferred Medallion Signature Guarantee Certification – Preferred State L&amp;D Insurance License – Required FINRA 63 – Required FINRA Series 7 - Preferred FINRA Series 6 - Will Be Considered Continued employment for Series 6 applicants is contingent upon obtaining the Series 7 within 90 days (with possible extension to 120 days for extenuating circumstances) of onboarding. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. – Required Bachelor’s Degree – Preferred Experience in Episys – Preferred Experience using Springboard – Preferred Experience using Verafin – Preferred Abilities and Behaviors: •&nbsp;&nbsp; &nbsp;3+ years’ experience building and maintaining effective relationships with customers and Partners •&nbsp;&nbsp; &nbsp;3+ years of customer service experience •&nbsp;&nbsp; &nbsp;3+ years branch banking experience •&nbsp;&nbsp; &nbsp;Excellent member service and conflict resolution skills •&nbsp;&nbsp; &nbsp;Effective sales skills •&nbsp;&nbsp; &nbsp;Strong problem-solving skills •&nbsp;&nbsp; &nbsp;Clear and open communication skills •&nbsp;&nbsp; &nbsp;Flexible; easily adapts to change •&nbsp;&nbsp; &nbsp;Strong time-management, organizational skills &amp; ability to multi-task •&nbsp;&nbsp; &nbsp;Responsible; takes initiative and works independently •&nbsp;&nbsp; &nbsp;Strong teamwork skills •&nbsp;&nbsp; &nbsp;Excellent verbal, written and interpersonal skills •&nbsp;&nbsp; &nbsp;Highly motivated, ability to successfully achieve objectives Scope of the Job Performance Standards: •&nbsp;&nbsp; &nbsp;New Memberships: 5-8/Mo •&nbsp;&nbsp; &nbsp;Member Satisfaction Evaluation •&nbsp;&nbsp; &nbsp;Cash balancing standards •&nbsp;&nbsp; &nbsp;Quality Reviews – Loan / Memberships •&nbsp;&nbsp; &nbsp;Loan Originations: (12-17 funded applications/Mo, $300,000-$425,000/Mo) •&nbsp;&nbsp; &nbsp;8-12 Insurance Units/Mo, consisting of the following three: •&nbsp;&nbsp; &nbsp;PLP Units/ 35% Penetration •&nbsp;&nbsp; &nbsp;GAP/Units / 50% Penetration •&nbsp;&nbsp; &nbsp;MBI Units / 10% Penetration •&nbsp;&nbsp; &nbsp;5-7 Qualified Referrals/Mo consisting of the following three: •&nbsp;&nbsp; &nbsp;Wealth Management Referrals •&nbsp;&nbsp; &nbsp;Auto Advisor / Autoland Referrals •&nbsp;&nbsp; &nbsp;Home Mortgage Referrals •&nbsp;&nbsp; &nbsp;Investment Product Sales: 2 new accounts/Mo Discretion / Latitude: This role requires a moderate level of supervision. &nbsp;Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.&nbsp; 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: •&nbsp;&nbsp; &nbsp;Shift work including weekends and home visits consists of hours outside of an 8 - 5 schedule to cover the hours of operation. •&nbsp;&nbsp; &nbsp;Able / flexible to work evenings and Saturday at the convenience of the member. •&nbsp;&nbsp; &nbsp;Able / flexible to visit the member at their place of work or home Challenges: Sitting for a prolonged period of time and repetitive tasks. &nbsp;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 &amp; Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process &amp; submission Physical Demands &amp; 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.&nbsp; 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.
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Financial Member Experience Advisor - Anaheim, CA

<h3>Job Description</h3>
Job DescriptionPartners Federal Credit Union — Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members.&nbsp; 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. &nbsp;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&nbsp;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 Partner’s 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. Essential Responsibilities:
<ul>
<li>Identify and build a network of member contacts through qualified leads, referrals, telephone canvassing, and face-to-face interaction to create financial opportunities.</li>
<li>Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive sales.</li>
<li>Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing for credit union members.</li>
<li>Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions.</li>
<li>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.</li>
<li>Process consumer loans, ensure loan documentation quality, and mentor other Member Experience Professionals in best practices.</li>
<li>Use expert-level product knowledge to communicate features and benefits of credit union products and services, educating members on financial responsibility.</li>
<li>Process new memberships, open accounts, and handle service requests such as additional share accounts, savings services, checking, money market, and certificates.</li>
<li>Ensure all membership documents meet quality control standards, including CIP, OFAC, ChexSystems, etc.</li>
<li>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.</li>
</ul>
Additional Responsibilities:
<ul>
<li>Support various branch operations and administrative functions as needed.</li>
<li>Maintain knowledge of evolving procedures, regulations, and credit union products and services.</li>
</ul>
KNOWLEDGE &amp; SKILLS Minimum Education Required to Perform Job: High School Diploma or GED (Required) Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years Specific Experience Required:
<ul>
<li>Two years of experience in the financial industry and credit unions required.</li>
<li>Two years of teller cash handling and experience using cash dispense machines required.</li>
<li>Experience in sales preferred.</li>
<li>Previous supervisory experience preferred.</li>
</ul>
Certifications or Licenses Required: • FL/CA Notary (based on location) – Required • NMLS Certification – Required • Medallion Signature Guarantee Certification – Preferred Other Training, Technical Skills, or Knowledge Required: • Proficiency in Microsoft Outlook and related applications – Required • Experience using Episys – Preferred • Experience using Springboard – Preferred • Experience using Verafin – Preferred Other Measurable Abilities Required:
<ul>
<li>Excellent member service and conflict resolution skills</li>
<li>Effective sales skills</li>
<li>Strong problem-solving and decision-making skills</li>
<li>Clear and open communication skills</li>
<li>Flexible; easily adapts to change</li>
<li>Strong time-management skills &amp; ability to multi-task</li>
<li>Organized; good time manager</li>
<li>Responsible; takes initiative and works independently</li>
<li>Strong teamwork skills</li>
</ul>
Shift Work: Shift work including weekends; consists of hours outside of an 8 - 5 schedule to cover the hours of operation. SCOPE OF JOB Discretion/Latitude: High degree of flexibility and independent decision-making required to address member needs and operational demands. Supervisory Scope:
<ul>
<li>Mentors other Member Experience Professionals.</li>
</ul>
Physical Demands &amp; Environmental/Working Conditions: This position requires the ability to:
<ul>
<li>Work in a professional office environment.</li>
<li>Sit or stand for extended periods.</li>
<li>Use a computer and telephone extensively.</li>
<li>Lift and carry up to 25 pounds as needed.</li>
</ul>
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 $20.04 to $30.06 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. &nbsp;
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Financial Member Experience Professional II - Branch

<h3>Job Description</h3>
Job DescriptionCalling All Banking Relationship Managers, Premier Bankers, and Financial Advisors We have an incredible new opportunity launching in both our Orlando and California markets – Our Member Experience Advisor role! &nbsp;If you have experience as a Financial Advisor, Premier Banker, Private Banker or Sr Relationship Manager and have obtained your required licensing, this may be the role for you. As a Member Experience Advisor, you’ll be at the heart of our mission to create meaningful connections and be our members financial institution for life, while leading with purpose, fostering relationships, and helping members achieve their financial goals. The Opportunity This isn’t just a job – it’s a chance to make an impact. In this role, you’ll: •&nbsp;&nbsp; &nbsp;Be the trusted advisor: Serve as the primary contact for select members, offering personalized advice and tailored solutions that help them succeed.&nbsp; •&nbsp;&nbsp; &nbsp;Lead with integrity: Mentor branch team members, sharing your expertise to elevate the entire team’s performance. •&nbsp;&nbsp; &nbsp;Drive meaningful results: Partner with leadership to achieve retail growth objectives while always prioritizing what’s best for the member. •&nbsp;&nbsp; &nbsp;Deliver exceptional service: Educate members on innovative products, services, and digital tools to make managing their finances easier and more rewarding. What You’ll Bring We’re looking for someone who thrives on building connections and delivering results. &nbsp;You’ll need: •&nbsp;&nbsp; &nbsp;Proven experience in financial services and advising affluent clients. •&nbsp;&nbsp; &nbsp;Exceptional communication skills and a passion for delivering world-class service. •&nbsp;&nbsp; &nbsp;A leadership mindset and a desire to make a difference – not just in members’ lives but within your team and community. •&nbsp;&nbsp; &nbsp;A Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products. Why Partners? At Partners Federal Credit Union, we don’t just serve members – we empower them to reach their financial goals while creating meaningful relationships. Here, you’ll find: •&nbsp;&nbsp; &nbsp;A People-First Culture: We are driven by our commitment to our members and the communities we serve. Join a team that values collaboration, trust, and a shared purpose. •&nbsp;&nbsp; &nbsp;A Commitment to Your Growth: From professional development opportunities to clear career paths, we invest in you so you can invest in others. •&nbsp;&nbsp; &nbsp;As the credit union for The Walt Disney Company, our exclusive connection ensures best in class benefits and perks. Apply today to become a key part of the Partners Federal Credit Union story. Let’s create something extraordinary. &nbsp; This position is the main point of contact for a select group of Partners' affluent members, as well as other selected members from the branch and geography they cover. &nbsp;They are considered a key front-line leader for Partners Federal Credit Union whose main responsibility is to interact and develop long term profitable relationships with these Members by determining their financial needs and presenting and offering the best financial solution. The incumbent actively promotes and cross-sells Partners’ products and services during these transactions. The Member Experience Advisor serves as a leader to all levels of Member Experience Professionals, answering questions and resolving more complex member requests, and assists the Branch Manager and Member Experience Manager as needed. The incumbent is professional, mature in nature, very organized and knowledgeable while displaying a welcoming and positive demeanor with members and co-workers, and maintaining professional and ethical service standards set by Partners. Affluent Member focus while keeping Partners’ leadership competencies and core values centric to how you conduct business. The Member Experience Advisor needs to be versed in all Member Experience Professional positions to maintain capability to lead and inspect lower-level Branch positions. &nbsp;Securities/FINRA licensing required. &nbsp;While reporting directly to the Branch Manager, this role also collaborates closely with and is accountable to the VP of Retail Growth to support strategic initiatives and ensure alignment with retail growth objectives. Essential Responsibilities: Comprehensive Relationship Management •&nbsp;&nbsp; &nbsp;Serve as the primary contact for affluent and select members, managing their complete banking and investment relationships using a proactive, consultative approach to retain, grow balances, and deepen relationships. Advice-Based Banking •&nbsp;&nbsp; &nbsp;Manage member relationships through an advice-based approach, ensuring members receive the best financial and investment products and services tailored to their needs, including multi-generational. Proactive Financial Needs Assessment •&nbsp;&nbsp; &nbsp;Identify changes in members’ life events and banking needs to recommend relevant financial solutions, helping members achieve financial success. Product and Service Expertise •&nbsp;&nbsp; &nbsp;Stay knowledgeable about current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders, to educate and guide members effectively. Transactional Support •&nbsp;&nbsp; &nbsp;Process a wide range of financial transactions, including deposits, withdrawals, payments, and check cashing, while ensuring all transactions meet quality control standards. Mentorship and Leadership •&nbsp;&nbsp; &nbsp;Mentor all levels of branch Member Experience Professionals passing on skills, knowledge, and information to enhance their performance and success. Operational Support and Decision-Making •&nbsp;&nbsp; &nbsp;Provide backup and support to the Member Experience Manager and Branch Manager in scheduling, overrides, interest rate exceptions, loan queue management, and sales coaching. •&nbsp;&nbsp; &nbsp;Collaborate with the VP of Retail Growth to implement initiatives that drive retail success. Cross-Selling and Financial Growth •&nbsp;&nbsp; &nbsp;Promote the credit union’s objectives by cross-selling additional products and services, contributing to loan growth and increased assets at the branch. •&nbsp;&nbsp; &nbsp;Provide regular updates to the VP of Retail Growth on performance metrics related to retail growth objectives. Regulatory Compliance and Documentation •&nbsp;&nbsp; &nbsp;Ensure all membership documents and loan documentation meet quality control standards and comply with policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption •&nbsp;&nbsp; &nbsp;Educate members on credit union technology and digital solutions, such as mobile and online services, to enhance convenience and financial literacy. Knowledge &amp; Skills Education Level: High School or GED (required) Years of Relevant Work Experience: &nbsp; 3 to 5 years (1 year minimum for Member Experience Professional) Language Skills: Spanish (preferred) Haitian Creole (preferred) &nbsp;&nbsp; Certifications, Licenses, Registrations, etc.: NMLS Certification – Preferred CA Notary – Preferred Medallion Signature Guarantee Certification – Preferred State L&amp;D Insurance License – Required FINRA 63 – Required FINRA Series 7 - Preferred FINRA Series 6 - Will Be Considered Continued employment for Series 6 applicants is contingent upon obtaining the Series 7 within 90 days (with possible extension to 120 days for extenuating circumstances) of onboarding. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. – Required Bachelor’s Degree – Preferred Experience in Episys – Preferred Experience using Springboard – Preferred Experience using Verafin – Preferred Abilities and Behaviors: •&nbsp;&nbsp; &nbsp;3+ years’ experience building and maintaining effective relationships with customers and Partners •&nbsp;&nbsp; &nbsp;3+ years of customer service experience •&nbsp;&nbsp; &nbsp;3+ years branch banking experience •&nbsp;&nbsp; &nbsp;Excellent member service and conflict resolution skills •&nbsp;&nbsp; &nbsp;Effective sales skills •&nbsp;&nbsp; &nbsp;Strong problem-solving skills •&nbsp;&nbsp; &nbsp;Clear and open communication skills •&nbsp;&nbsp; &nbsp;Flexible; easily adapts to change •&nbsp;&nbsp; &nbsp;Strong time-management, organizational skills &amp; ability to multi-task •&nbsp;&nbsp; &nbsp;Responsible; takes initiative and works independently •&nbsp;&nbsp; &nbsp;Strong teamwork skills •&nbsp;&nbsp; &nbsp;Excellent verbal, written and interpersonal skills •&nbsp;&nbsp; &nbsp;Highly motivated, ability to successfully achieve objectives Scope of the Job Performance Standards: •&nbsp;&nbsp; &nbsp;New Memberships: 5-8/Mo •&nbsp;&nbsp; &nbsp;Member Satisfaction Evaluation •&nbsp;&nbsp; &nbsp;Cash balancing standards •&nbsp;&nbsp; &nbsp;Quality Reviews – Loan / Memberships •&nbsp;&nbsp; &nbsp;Loan Originations: (12-17 funded applications/Mo, $300,000-$425,000/Mo) •&nbsp;&nbsp; &nbsp;8-12 Insurance Units/Mo, consisting of the following three: •&nbsp;&nbsp; &nbsp;PLP Units/ 35% Penetration •&nbsp;&nbsp; &nbsp;GAP/Units / 50% Penetration •&nbsp;&nbsp; &nbsp;MBI Units / 10% Penetration •&nbsp;&nbsp; &nbsp;5-7 Qualified Referrals/Mo consisting of the following three: •&nbsp;&nbsp; &nbsp;Wealth Management Referrals •&nbsp;&nbsp; &nbsp;Auto Advisor / Autoland Referrals •&nbsp;&nbsp; &nbsp;Home Mortgage Referrals •&nbsp;&nbsp; &nbsp;Investment Product Sales: 2 new accounts/Mo Discretion / Latitude: This role requires a moderate level of supervision. &nbsp;Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.&nbsp; 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: •&nbsp;&nbsp; &nbsp;Shift work including weekends and home visits consists of hours outside of an 8 - 5 schedule to cover the hours of operation. •&nbsp;&nbsp; &nbsp;Able / flexible to work evenings and Saturday at the convenience of the member. •&nbsp;&nbsp; &nbsp;Able / flexible to visit the member at their place of work or home Challenges: Sitting for a prolonged period of time and repetitive tasks. &nbsp;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 &amp; Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process &amp; submission Physical Demands &amp; 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.&nbsp; 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.
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Financial Member Experience Advisor - Burbank, CA

<h3>Job Description</h3>
Job Description
POSITION: BARISTA (Service Specialist)
REPORTS TO: UNIT MANAGER
Starting Rate: $13.00 per hour plus tips
General Description:
Responsible to provide food, beverages and service to Guests at a level of quality that ensures their satisfaction and their desire to return.
Qualification/Requirements:
• Solid product knowledge
• Barista Certification
• Able to resolve complaints and problems as they arise from customers and employees
• Take Barista test every 6 months
• Must be able and willing to mix, sell and serve approved alcoholic beverages to guests aged 21 and older&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;upon&nbsp;request and verification of age requirement
Desired Qualities and Characteristics:
• Above average communication skills.
• Leadership
• High sensitivity and ability to respond to Guest needs.
• Able to follow directions.
• High enthusiasm and desire to succeed.
• Creativity and high knowledge of drinks recipes and preparation
• Sincere desire for quality.
• Creativity and effective problem-solving skills.
• High level of comfort in “team” settings.
Specific Responsibilities:
1. Ensure that each Guest/Customer&nbsp;receives outstanding Guest Service by providing a Guest&nbsp;friendly environment which includes greeting and acknowledging every Guest&nbsp;with our Joffrey’s greeting “WELCOME TO JOFFREY’S’ maintaining outstanding standards, solid product knowledge and all other components of Guest Service.
2. Controls shrink.
3. Monitor and ensure the quality of all beverages and foods served in the unit.
4. Possess a high degree of knowledge in explaining the origins, production and brewing of Joffrey’s coffee products.
5. Maintain and environment which communicates a mission to constantly meet Guest expectations.
6. Follow procedures designed to meet standards of cleanliness and sanitation.
7. Maintain all equipment and machinery in safe, efficient working order
8. Observe standards of safety and security
9. Maintain clear, responsive communication with the corporate office and appropriate multi-level persons.
10. Perform other tasks as required.
11. Willing and able to work at any Joffrey’s Coffee location upon request.
Essential Physical Requirements:
Lifting – up to 50 pounds, Bending, Climbing, Pushing/pulling equipment
1. Ability to process information and merchandise through computer system and POS register system.
2. Ability to communicate with associates and guests.
3. Ability to read, count and write to accurately complete all documentation
4. Ability to freely access all areas of the kiosks and theme parks including selling areas, stock area, and register area.
5. Ability to operate and use all equipment necessary to run the kiosks.
6. Ability to climb ladders.
7. Ability to move or handle merchandise throughout the store generally weighing up to 50 pounds.
8. Ability to work varied hours/days to oversee kiosk operations.
9. Ability to lift up to 50 pounds with or without reasonable accommodation.
10. Be able to stand weather elements and temperatures
11. Be in compliance with the Disney look.
About Joffrey's:
At Joffrey’s Coffee &amp; Tea Company, our passion for truly exceptional coffee and tea inspired us to start something special. We are committed to a never-ending quest to provide the world’s best coffee and tea with unsurpassed quality and attention to detail from seed to cup. Today, after 35 years, we roast to order more than 100 varieties of coffees and teas for our customers -offering customized solutions at hotels, fine restaurants, cruise lines, gourmet retailers, supermarkets, business offices, military bases, online stores, theme parks - and just about anywhere else coffee and tea is enjoyed. Still, our mission is unchanged: to provide every customer with the ultimate experience by making Everyday Moments That Much Better™.
Joffrey’s is proud to be an Equal Opportunity Employer that offers a competitive salary and benefits package, paid time off, 401k,&nbsp; opportunities for advancement, and a supportive working environment where employees are encouraged to share in our commitment to social responsibility.
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Barista (Service Specialist)

<h3>Job Description</h3>
Job DescriptionAccount Executive (Media and Entertainment - MSP) At GPL Technologies, our mission is to provide powerful, reliable, and innovative technology services and leadership to creative companies by combining specialized industry expertise with excellence in engineering. We are a rapidly growing technology services firm that cater to some of Hollywood’s most notable movie studios, gaming companies, visual effects houses, and advertising firms. Our vision is to expand GPL’s presence globally, building an elite team of technology specialists focused on empowering creatives to achieve their vision without worrying about managing technology. Job Summary You will manage a given base of existing customer accounts to achieve long-term success, sales growth, and retention. Your primary responsibility will be developing positive relationships, securing new business, handling customers’ needs and consultative selling of our Managed Services portfolio. This position is sales based and has a revenue quota expectation for sales growth and additional retention components. Responsibilities
<ul>
<li>Collaborate with technology decision makers and become a trusted adviser to their business</li>
<li>Bring together inside sales and technical staff to craft solutions that meet client needs</li>
<li>Work with inside sales to register deals, create sales proposals, and deliver quotes to clients</li>
<li>Follow up with clients to ensure solutions are performing well and seek incremental sales opportunities</li>
<li>Create and update sales opportunities in CRM</li>
<li>Track sales metrics and meet or exceed monthly and quarterly sales goals</li>
<li>Attend company marketing events with clients and build rapport</li>
<li>Attend local networking events to open opportunities with new accounts</li>
<li>Hunt for new Business (prospecting and business development) skills.</li>
<li>Prospect, qualify and make sales presentations to existing and potential customers.</li>
<li>Own the sales process while leveraging internal and partner resources.</li>
</ul>
Requirements
<ul>
<li>At least 5 years of account management experience.</li>
<li>Mature and proactive, with evidence of having worked as a true business partner to the chief executive of a media companies.</li>
</ul>
<ul>
<li>Strong analytical skills and experience interpreting a strategic vision into an operational model.</li>
<li>An effective communicator, with strong oral and written skills.</li>
<li>Strong commitment to developing team members.</li>
<li>A valid driver license and clean driving record in the state of residence.</li>
<li>While not required, you will strengthen your application with familiarity of the media and entertainment industry and experience making actionable recommendations to senior leadership and managing large enterprise accounts.</li>
</ul>
Job type
<ul>
<li>Full-time</li>
</ul>
Compensation and Benefits We provide a competitive compensation package, including 401(k) and health benefits for full-time employees. Our belief in work-life balance aligns well with our very liberal vacation and personal time policy. Above all, you'll be a part of a great team of people serving a vibrant and exciting community of creative media companies around the globe. About Us Pixar’s founders famously commented on the nature of animation, inspiration, and storytelling in a simple expression: "Art challenges technology, but technology inspires the art."If you are ready to help some of the world's most creative people translate that inspiration into the next big blockbuster, then it’s time to join GPL Technologies. GPL Technologies is helping studios, VFX companies, post-production facilities, creators, artists and producers become more effective – faster, less expensive, more collaborative, with fewer headaches, and with more productivity anywhere in the world. Most of the “who's who” in media and entertainment (Netflix, Disney, Warner Bros. Discovery, Sony, and Amazon Studios to name a few) are already working with GPL Technologies to create content with record speed, quality and efficiency.&nbsp; For time and cost sensitive projects (which is everything in media these days), the value proposition is unparalleled – delivering optimized IT solutions for content creators and media services providers. Seasoned executives at some of the leading companies including Pixomondo, Technicolor, Electronic Arts, Skydance, and Apple are leaping at the chance to join this new wave in "creative enablement" and the opportunity to shape a truly electric environment for serving customers.&nbsp; We are looking for strong candidates who are self-driven, entrepreneurial, and willing to admit when their first idea won’t work – and then try a new one. No blind followers, we want thinkers who can solve problems creatively by cooperating with teammates and clients to create great outcomes. They understand that supporting clients is a challenging and rewarding experience. &nbsp;
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Account Executive (Media and Entertainment - MSP)

<h3>Job Description</h3>
Job DescriptionPartners 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 Partner’s 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 &amp; 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:
<ul>
<li>CA Notary</li>
<li>NMLS Certification</li>
<li>Medallion Signature Guarantee Certification – Preferred</li>
</ul>
Other Training, Technical Skills, or Knowledge Required:
<ul>
<li>Ability to use a personal computer and related software applications including Microsoft Outlook – Required</li>
<li>Experience using Episys – Preferred</li>
<li>Experience using Springboard – Preferred</li>
<li>Experience using Verafin – Preferred</li>
</ul>
Other Measurable Abilities Required:
<ul>
<li>Excellent member service and conflict resolution skills</li>
<li>Effective sales skills</li>
<li>Strong problem-solving and decision making skills</li>
<li>Clear and open communication skills</li>
<li>Flexible; easily adapts to change</li>
<li>Strong time-management skills &amp; ability to multi-task</li>
<li>Organized; good time manager</li>
<li>Responsible; takes initiative and works independently</li>
<li>Strong teamwork skills</li>
<li>Two years’ experience in the financial industry and credit unions is required.</li>
<li>Two years’ experience in teller cash handling and cash dispense machines is required.</li>
<li>Experience in sales is preferred.</li>
<li>Previous supervisory experience preferred</li>
</ul>
Business/Work Environment: Shift work including weekends consists of hours outside of an 8 - 5 schedule to cover the hours of operation 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: <a href="https://jobs.disneycareers.com/benefits" target="_blank">https://jobs.disneycareers.com/benefits</a>.
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