Outbound Member Experience Professional II-Digital Engagement
Anaheim, CA
Full Time
Experienced
** We are currently hiring for one position that may be based out of either our Florida or California office locations. While we are considering candidates from both coasts, only one role will be filled.**
Partners Federal Credit Union — Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members.
For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience.
At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent—individuals who are inspired by our Members’ financial dreams and committed to meaningful work.
Whether you’re offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way.
Here, you’ll find more than just a job. You’ll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks—because we believe that when people feel supported, they thrive.
Join us—and experience what it means to truly love what you do.
The Outbound Member Experience Professional (MEP) II – Digital Engagement position supports the digital member experience by providing outbound service, education, and engagement to Partners Federal Credit Union members. This role focuses on building relationships with members through proactive outreach, supporting financial wellness, identifying solutions that align with member needs, and strengthening overall satisfaction with PFCU’s products and services.
Essential Responsibilities:
Member Outreach & Engagement
Member Service & Education
Sales & Referral Support
Relationship Building
Performance & Goal Achievement
Problem Resolution
Collaboration
Technology & Systems
Other Duties as Assigned
KNOWLEDGE & SKILLS
Minimum Education Required to Perform Job:
High School Diploma or GED
Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire:
2 to 5 years of experience in outbound call center with proven track record of results.
Certifications or Licenses Required:
NMLS Certification
Other Training, Technical Skills, or Knowledge Required:
Demonstrated advanced sales and business development skills with the ability to identify customer needs, present those needs with a “feature first” approach to deepen the engagement level of the member and sell PFCU’s products and services.
Shift Work:
Monday – Saturday, Day and Early Evening Shifts
SCOPE OF JOB
Discretion/Latitude:
Moderate supervision; expected to make recommendations and decisions within workforce guidelines.
Typical Interactions:
This role interacts primarily with our members by telephone, electronic correspondence, and/or in person. This role will also require positive interactions with other internal teams, coordinated efforts with peers and other departments.
Physical Demands & Environmental/Working Conditions:
This position is performed primarily in a traditional office or bank/credit union setting, with no expected adverse environmental conditions.
This position requires the ability to:
Disclaimer
The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
The hiring range for this position in Florida is $20.04 to $30.06 per hour and in California is $24.00 to $33.98 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.
#li-hybrid
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 Outbound Member Experience Professional (MEP) II – Digital Engagement position supports the digital member experience by providing outbound service, education, and engagement to Partners Federal Credit Union members. This role focuses on building relationships with members through proactive outreach, supporting financial wellness, identifying solutions that align with member needs, and strengthening overall satisfaction with PFCU’s products and services.
Essential Responsibilities:
Member Outreach & Engagement
- Conduct proactive outbound calls and digital outreach to engage members with products, services, and resources.
- Build relationships by understanding member needs and offering tailored solutions.
Member Service & Education
- Provide accurate information about products, services, and digital tools.
- Support members in accessing and using digital channels effectively.
Sales & Referral Support
- Identify opportunities to match members with appropriate financial solutions.
- Generate quality referrals to internal partners (e.g., lending, wealth management, home mortgage).
Relationship Building
- Develop trust and rapport through consistent follow-up and personalized interactions.
- Promote long-term member loyalty by anticipating needs and providing value-added service.
- Ensure compliance with all regulatory requirements, policies, and procedures.
- Maintain confidentiality and accuracy in all member interactions.
Performance & Goal Achievement
- Meet or exceed individual and team performance goals related to outreach, referrals, and member satisfaction.
- Track activities and outcomes using designated systems and tools.
Problem Resolution
- Listen actively to member concerns and resolve issues in a timely and professional manner.
- Escalate complex situations to appropriate teams when needed.
Collaboration
- Partner with internal departments to ensure seamless member experiences.
- Share feedback and insights to improve processes and member engagement strategies
Technology & Systems
- Accurately document member interactions in CRM and other digital systems.
- Stay current on system updates, product changes, and digital tools.
Other Duties as Assigned
- Support additional projects, campaigns, and initiatives as required.
KNOWLEDGE & SKILLS
Minimum Education Required to Perform Job:
High School Diploma or GED
Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire:
2 to 5 years of experience in outbound call center with proven track record of results.
Certifications or Licenses Required:
NMLS Certification
Other Training, Technical Skills, or Knowledge Required:
- Ability to use a personal computer and related software applications including Microsoft Outlook
- Experience using Meridian Link or other LOS system
- Experience using CRM or other member relationship tracking systems
Demonstrated advanced sales and business development skills with the ability to identify customer needs, present those needs with a “feature first” approach to deepen the engagement level of the member and sell PFCU’s products and services.
Shift Work:
Monday – Saturday, Day and Early Evening Shifts
SCOPE OF JOB
Discretion/Latitude:
Moderate supervision; expected to make recommendations and decisions within workforce guidelines.
Typical Interactions:
This role interacts primarily with our members by telephone, electronic correspondence, and/or in person. This role will also require positive interactions with other internal teams, coordinated efforts with peers and other departments.
Physical Demands & Environmental/Working Conditions:
This position is performed primarily in a traditional office or bank/credit union setting, with no expected adverse environmental conditions.
This position requires the ability to:
- move self in different positions to accomplish tasks in various environments including tight and confined spaces
- remain in a stationary position, often standing or sitting for prolonged periods
- adjust or move objects up to 15 pounds in all directions
- perform repeat motions that may include the wrists, hands, and/or fingers
- use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together
- verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly
- hear average or normal conversations and receive ordinary information
- prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity.
Disclaimer
The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
The hiring range for this position in Florida is $20.04 to $30.06 per hour and in California is $24.00 to $33.98 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.
#li-hybrid
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