Job Summary. The Member Experience Professional II is a key role dedicated to delivering exceptional financial services and support to our credit union members. This position involves identifying and cultivating a network of member contacts through various channels to create financial opportunities and drive sales. Responsibilities include conducting outbound calls as part of the Partner’s Sales and Service Member program, processing a wide range...
Calling All Banking Relationship Managers, Premier Bankers, and Financial Advisors. 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 ...
Job Summary. The Executive Client Service Associate provides dedicated, exclusive, and complete office, operations, sales, and servicing support to the Executive Wealth Advisors of Partners Retirement and Wealth Management. The Executive Client Services Associate is responsible for performing in this role effectively and efficiently in order to maximize Executive Wealth Advisor performance. Will address any and all members and member clients’ nee...
The Member Experience Professional II is a key role dedicated to delivering exceptional financial services and support to our credit union members. This position involves identifying and cultivating a network of member contacts through various channels to create financial opportunities and drive sales. Responsibilities include conducting outbound calls as part of the Partner’s Sales and Service Member program, processing a wide range of financial...
