Partners Federal Credit Union
Relationship Banker - Burbank, CA
Partners Federal Credit Union, Anaheim, California, United States, 92808
Job Description
Calling All Banking Relationship Managers and Premier Bankers
We have an incredible new opportunity launching in both our Orlando and California markets – Our Member Experience Advisor role! 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 :
Be the trusted advisor : Serve as the primary contact for select members, offering personalized advice and tailored solutions that help them succeed.
Lead with integrity : Mentor branch team members, sharing your expertise to elevate the entire team’s performance.
Drive meaningful results : Partner with leadership to achieve retail growth objectives while always prioritizing what’s best for the member.
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
Proven experience in financial services and advising affluent clients.
Exceptional communication skills and a passion for delivering world‑class service.
A leadership mindset and a desire to make a difference – not just in members’ lives but within your team and community.
A Series 6 and 63 or equivalent as well as insurance licenses for Life, Health, and Variable products.
Why Partners?
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.
A Commitment to Your Growth : From professional development opportunities to clear career paths, we invest in you so you can invest in others.
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.
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. 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. Securities / FINRA licensing required. While reporting directly to the Branch Manager, this role also collaborates closely with and is accountable to the MEA Program Manager to support strategic initiatives and ensure alignment with retail growth objectives.
Essential Responsibilities Comprehensive Relationship Management
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
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
Identify changes in members’ life events and banking needs to recommend relevant financial solutions, helping members achieve financial success.
Product and Service Expertise
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
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
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
Provide backup and support to the Member Experience Manager and Branch Manager in scheduling, overrides, interest rate exceptions, loan queue management, and sales coaching.
Collaborate with the MEA Program Manager to implement initiatives that drive retail success.
Cross‑Selling and Financial Growth
Promote the credit union’s objectives by cross‑selling additional products and services, contributing to loan growth and increased assets at the branch.
Provide regular updates to the MEA Program Manager on performance metrics related to retail growth objectives.
Regulatory Compliance and Documentation
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
Educate members on credit union technology and digital solutions, such as mobile and online services, to enhance convenience and financial literacy.
Knowledge & Skills
Education Level : High School or GED (required)
Years of Relevant Work Experience : 3 to 5 years (1 year minimum for Member Experience Professional)
Language Skills : Spanish (preferred)
Haitian Creole (preferred)
Certifications, Licenses, Registrations, etc.
NMLS Certification – Preferred
CA Notary – Preferred
Medallion Signature Guarantee Certification – Preferred
State L&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 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
3+ years’ experience building and maintaining effective relationships with customers and Partners
3+ years of customer service experience
3+ years branch banking experience
Excellent member service and conflict resolution skills
Effective sales skills
Strong problem‑solving skills
Clear and open communication skills
Flexible; easily adapts to change
Strong time‑management, organizational skills & ability to multi‑task
Responsible; takes initiative and works independently
Strong teamwork skills
Excellent verbal, written and interpersonal skills
Highly motivated, ability to successfully achieve objectives
Scope of the Job Performance Standards
New Memberships : 5-8 / Mo
Member Satisfaction Evaluation
Cash balancing standards
Quality Reviews – Loan / Memberships
Loan Originations : (12-17 funded applications / Mo, $300,000-$425,000 / Mo)
8-12 Insurance Units / Mo, consisting of the following three :
PLP Units / 35% Penetration
GAP / Units / 50% Penetration
MBI Units / 10% Penetration
5-7 Qualified Referrals / Mo consisting of the following three :
Wealth Management Referrals
Auto Advisor / Autoland Referrals
Home Mortgage Referrals
Investment Product Sales : 2 new accounts / Mo
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.
Able / flexible to visit the member at their place of work or home
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 operating machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally.
Compensation 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.
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We have an incredible new opportunity launching in both our Orlando and California markets – Our Member Experience Advisor role! 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 :
Be the trusted advisor : Serve as the primary contact for select members, offering personalized advice and tailored solutions that help them succeed.
Lead with integrity : Mentor branch team members, sharing your expertise to elevate the entire team’s performance.
Drive meaningful results : Partner with leadership to achieve retail growth objectives while always prioritizing what’s best for the member.
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
Proven experience in financial services and advising affluent clients.
Exceptional communication skills and a passion for delivering world‑class service.
A leadership mindset and a desire to make a difference – not just in members’ lives but within your team and community.
A Series 6 and 63 or equivalent as well as insurance licenses for Life, Health, and Variable products.
Why Partners?
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.
A Commitment to Your Growth : From professional development opportunities to clear career paths, we invest in you so you can invest in others.
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.
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. 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. Securities / FINRA licensing required. While reporting directly to the Branch Manager, this role also collaborates closely with and is accountable to the MEA Program Manager to support strategic initiatives and ensure alignment with retail growth objectives.
Essential Responsibilities Comprehensive Relationship Management
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
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
Identify changes in members’ life events and banking needs to recommend relevant financial solutions, helping members achieve financial success.
Product and Service Expertise
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
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
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
Provide backup and support to the Member Experience Manager and Branch Manager in scheduling, overrides, interest rate exceptions, loan queue management, and sales coaching.
Collaborate with the MEA Program Manager to implement initiatives that drive retail success.
Cross‑Selling and Financial Growth
Promote the credit union’s objectives by cross‑selling additional products and services, contributing to loan growth and increased assets at the branch.
Provide regular updates to the MEA Program Manager on performance metrics related to retail growth objectives.
Regulatory Compliance and Documentation
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
Educate members on credit union technology and digital solutions, such as mobile and online services, to enhance convenience and financial literacy.
Knowledge & Skills
Education Level : High School or GED (required)
Years of Relevant Work Experience : 3 to 5 years (1 year minimum for Member Experience Professional)
Language Skills : Spanish (preferred)
Haitian Creole (preferred)
Certifications, Licenses, Registrations, etc.
NMLS Certification – Preferred
CA Notary – Preferred
Medallion Signature Guarantee Certification – Preferred
State L&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 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
3+ years’ experience building and maintaining effective relationships with customers and Partners
3+ years of customer service experience
3+ years branch banking experience
Excellent member service and conflict resolution skills
Effective sales skills
Strong problem‑solving skills
Clear and open communication skills
Flexible; easily adapts to change
Strong time‑management, organizational skills & ability to multi‑task
Responsible; takes initiative and works independently
Strong teamwork skills
Excellent verbal, written and interpersonal skills
Highly motivated, ability to successfully achieve objectives
Scope of the Job Performance Standards
New Memberships : 5-8 / Mo
Member Satisfaction Evaluation
Cash balancing standards
Quality Reviews – Loan / Memberships
Loan Originations : (12-17 funded applications / Mo, $300,000-$425,000 / Mo)
8-12 Insurance Units / Mo, consisting of the following three :
PLP Units / 35% Penetration
GAP / Units / 50% Penetration
MBI Units / 10% Penetration
5-7 Qualified Referrals / Mo consisting of the following three :
Wealth Management Referrals
Auto Advisor / Autoland Referrals
Home Mortgage Referrals
Investment Product Sales : 2 new accounts / Mo
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.
Able / flexible to visit the member at their place of work or home
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 operating machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally.
Compensation 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.
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