Member Education & Development Advocate II

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 Education and Development team plays a pivotal role in driving the Credit Union's growth and engagement strategies by executing targeted business development, marketing, and financial education initiatives. The ideal candidate will possess a proven track record in consultative sales, relationship management, and business development, with an ability to forge long-term strategic partnerships within our sponsor organization, The Walt Disney Company. This role will contribute to the Credit Union’s strategic objectives by promoting financial wellbeing through engaging events, workshops, and personalized member interactions.

As a Member Education & Development Advocate (MEDA), this role plays an integral part in growing the Credit Union’s presence within some of the world’s most iconic entertainment organizations. This is a high-visibility, impactful role requiring the knowledge and skills to drive business growth and brand awareness. The person fulfilling this role is required to operate in a dynamic, fast-paced environment and build impactful relationships that have long-lasting effects on the Credit Union’s ability to serve its members. This role is an excellent fit for a dynamic, self-driven individual who enjoys networking, educating, and contributing to the growth of a community-focused organization. 

Principal Responsibilities:

• Represent the Credit Union at Sponsor and Community Events:
  • Take charge of the marketing and day-of execution for key Partner-Sponsored Resource Fairs, and table activations, ensuring the Credit Union’s presence is impactful and engaging. You’ll interact with existing and prospective members to increase brand awareness, drive membership growth, and foster long-term loyalty. You’ll also handle logistics before and after events to ensure flawless execution.
• Lead and Represent at Signature Events:
  • Serve as the Credit Union’s representative at Expos, Safety & Wellness Fairs, Cast Appreciation Activities, and other key Disney partner events. Your role is to promote Credit Union services, engage with members, and create meaningful touchpoints that drive engagement and membership growth.
• Strategic Collaboration to Drive Product Awareness & Growth to Affluent Markets:
  • Collaborate with cross-functional teams, including Wealth Management and Home Mortgage, to craft tailored events and workshops designed to promote specific products and services. You will actively promote these initiatives within the market area to enhance Credit Union objectives and create a lasting impact on the members you interact with.
• Track Business Development Metrics:
  • Track and report on all business development and educational activities, using data to analyze outcomes and identify areas for future growth. Reporting should be completed promptly (within 24 hours of event activation) to maintain the accuracy of performance metrics.
• Ensure High-Quality Brand Representation:
  • Collaborate with the Marketing team to maintain consistency in branding and messaging across all events. You will ensure marketing materials meet the highest standards and are delivered in a timely manner for each event.
• Product Knowledge and Promotion:
  • Possess and continually enhance your understanding of the Credit Union’s full range of products and services. Use your consultative sales skills to educate and encourage both cast members and potential members to take advantage of offerings that align with their financial needs. Drive awareness and usage of digital channels and branch services.
• Referral Process Management:
  • Post-event, you will ensure all leads and referrals are promptly passed to the appropriate teams, such as PRWM, PHM, and Digital Teams, for follow-up within 24-48 hours. Your attention to detail will ensure smooth transition and follow-through on opportunities.
• Marketing Materials Management:
  • Work with the Marketing team to edit and update event promotional materials such as flyers and digital assets. Ensure that materials are requested in a timely manner, with all marketing communications completed well in advance (at least 1 month prior to activation).
• Elevate Relationship Building and Advocacy:
  • Establish and nurture deep relationships with key contacts within sponsor organizations and the broader community, cultivating influential advocates for the Credit Union’s brand. Your strategic networking efforts will ensure that the Credit Union is top-of-mind for both members and potential members.
• Manage CRM to Track Member Engagement:
  • Utilize a CRM system to capture key data from networking visits and interactions. You will maintain up-to-date information about new contacts, locations, and future follow-up schedules to ensure no opportunity for relationship-building is missed. Timely follow-ups will be key to building lasting partnerships.
• Facilitate Pathway Educational Workshops:
  • Lead engaging and informative financial education workshops aimed at increasing engagement and profitability for the Credit Union. You will educate members on financial literacy topics such as building generational wealth, and the home buying journey by providing the tools necessary to achieve financial stability and growth.
• Provide 1:1 Financial Counseling Sessions:
  • Host personalized financial counseling appointments for members, assisting them with tailored solutions in areas like credit building, budgeting, debt management, and overall financial wellness. Sessions can be held in person or virtually, offering flexibility for members.
• Engage New Hires and Create Awareness:
  • Represent the Credit Union at new hire orientations by delivering compelling presentations on Credit Union products, services, and membership benefits. Promote branch locations and digital platforms to ensure new employees are aware of all available offerings from day one.

KNOWLEDGE & SKILLS

Minimum Education Required to Perform Job:
High School or GED

Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire:
3 to 5 years

Specific Experience Required:
·Must have Financial Counselor Certification (May be hired without certification but will be required to become certified as a part of the job.)

Other Training, Technical Skills, or Knowledge Required:
Proficiency in Microsoft Platforms

Abilities and Behaviors:

• Demonstrated experience in sales or relationship management, with the ability to engage with individuals at various levels of an organization to understand their needs and deliver tailored solutions. An entrepreneurial, self-starter mindset is essential, with the ability to work independently and strategically to drive business growth and long-term member retention.
• Exceptional networking and relationship-building skills, with the ability to cultivate deep partnerships across diverse community and business sectors. 
• Strong interpersonal and communication skills, with the ability to build rapport, foster relationships, and represent the Credit Union professionally in all interactions. 
• A background in financial education, financial institutions, or a related field is preferred. You must have a passion for helping others achieve financial wellness and be comfortable leading both group sessions and one-on-one counseling.
• Excellent time management skills with the ability to juggle multiple tasks and deadlines. Ensure all event logistics, reporting, and follow-up are handled efficiently and accurately.
• Willingness to routinely approach individuals you do not know.
•  Demonstrated history of initiative.
• Strong verbal and written communication skills
• Ability to stay and stand at a table/event for extended periods of time
• Demonstrated experience in a proactive face-to-face sales environment
• Knowledge and understanding of Credit Union products and services
• Demonstrated follow-through skills
• Strong verbal, interpersonal and listening skills
• Attention to detail
• Proven experience in business development, event facilitation, or a similar role.

Skills:

• Consultative Sales Business development and relationship building
• Workshop facilitation and public speaking
• Financial counseling and education
• Event planning and coordination
• Marketing and promotional skills
• Strong interpersonal and communication skills
• Data analysis and reporting.

Physical Demands & Environmental/Working Conditions:

• Frequent lifting of up to 25 pounds and occasional lifting of up to 50 pounds. ​​​​​​
• Required to stand for extended periods of time
• Frequent outdoor shifts.
• May be required to work nights and weekends

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 $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.

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