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The Walt Disney Company: Be Part of the Story

Be Part of the Story

Member Service Representative II (CR)

応募後で応募 Job ID 844387BR 勤務地-都市 オーランド, フロリダ州, アメリカ合衆国; Lake Buena Vista, フロリダ州, アメリカ合衆国 勤務地-国 Partners Federal Credit Union 掲載日 Aug. 17, 2021


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


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


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


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


High School degree or equivalent


Bachelors Degree

Partners Federal Credit Union について:

50年以上の間、Partners Federal Credit Unionは125,000人を超えるお客様に、アクセス性に優れ便利な高品質のPartners Differenceサービスを提供してきました。さらに、普通預金、当座預金、ローン、資産管理、最新の革新的な口座アクセス等、メガバンク並の多彩な金融商品も提供しています。また、銀行サービスにおいて群を抜く品質の良さを誇るThe Walt Disney Companyにいつでもご連絡いただける特別サービスもご利用いただけます。Partnersは、キャストにサービスを提供する真のキャストであり、他の金融機関にはないつながりと高品質のサービスを提供します。Partnersに加入して、一生の会員資格を得ませんか。私たちは会員の皆さまを、人生のあらゆるステージにおいて真心を尽くしサポートいたします。また、The Walt Disney Companyとの連携により、Partnersんお従業員は全員Disneyのキャストとなります。

The Walt Disney Company について:

The Walt Disney Companyおよびその子会社・関連会社は、メディア・ネットワーク、パーク&リゾート、スタジオ・エンターテイメント、コンシューマ・プロダクツ、インタラクティブ・メディア事業を扱う、多角化したファミリー向けエンターテイメントとメディアのグローバルカンパニーです。1920年代に小さなアニメーション・スタジオとしてスタートしたディズニーは、今日のエンターテイメント業界において世界中の人々に愛される存在となりました。今後もお客様一人ひとりに最上のストーリーと体験を提供できるような作品作りを継承し、40カ国以上で従業員とキャストメンバーが一丸となり、ディズニーエンターテイメント体験を創出していきます。

これは Walt Disney Parks and Resorts U.S., Inc., のポジションであり、 Partners Federal Credit Unionという事業区分に含まれます。

Walt Disney Parks and Resorts U.S., Inc. は雇用において均等な機会を提供しています。人種、肌の色、宗教、性別、国籍、性的指向、性自認、障害、又は保護を受けている退役軍人であるという立場に関わらず、応募者を選考します。Disneyは、企業が成長し、革新を生み、最高のストーリーを創出し、急速に変化する世界に対応できるよう、あらゆる人のアイデアや決定を尊重する企業文化を育みます。

応募 後で応募




  • 銀行業, オーランド, フロリダ州, アメリカ合衆国削除
  • 銀行業, Lake Buena Vista, フロリダ州, アメリカ合衆国削除