Davenport Sr Member Experience Professional - Branch

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 Senior Member Experience Professional serves as a key frontline leader dedicated to building and nurturing long-term, profitable relationships with our members by understanding their financial needs and delivering the most suitable solutions.

In addition to performing the full range of Member Experience Professional services (e.g., processing transactions and balancing daily cash totals), this role actively promotes and cross-sells Partners' products and services during each interaction.

As a Senior Member Experience Professional, you will take on a leadership role within the team, guiding and mentoring other Member Experience Professionals, addressing complex member inquiries, and supporting the Member Experience Manager when needed.

There is also potential to be trained in mortgage transactions.

This role consistently embodies a welcoming and professional presence for both members and colleagues while upholding the ethical service standards set by Partners.

Essential Responsibilities :

• Identify and build a network of member contacts through qualified leads, referrals, outbound calls, and face-to-face interactions.
• Deliver exceptional member service, ensuring all needs are met and commitments are honored.
• Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing.
• Promote and cross-sell additional products and services to deepen member relationships and improve profitability.
• Proactively identify and respond to changes in members' financial needs.
• Process consumer loans ensuring high quality and compliance; mentor peers in best practices.
• Open new memberships and accounts, including IRAs, checking, savings, and certificates.
• Ensure all documents meet quality control and regulatory standards including CIP, OFAC, and ChexSystems.
• Support operational processes such as IVP and provide suggestions for improvement.
• Educate members on digital banking services and support technology adoption.

Additional Responsibilities :

KNOWLEDGE & SKILLS Minimum Education Required to Perform Job :

SCOPE OF JOB Discretion / Latitude :

Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.

Supervisory Scope :

To learn more about our benefits visit :