Financial 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 well-being through engaging events, workshops, and personalized member interactions.

Essential Responsibilities:

• Represent the Credit Union at Sponsor and Community Events by managing logistics and execution of partner-sponsored events.
• Lead and represent the Credit Union at signature Disney events to promote services and drive membership growth.
• Collaborate with internal departments to design and deliver tailored financial education events and workshops.
• Build and maintain strategic relationships with key sponsor and community contacts.
• Track member interactions and leads using CRM tools and conduct timely follow-ups.
• Facilitate financial workshops on topics such as wealth-building and home buying.
• Conduct one-on-one financial counseling sessions (in-person and virtual).
• Engage new hires during orientations to promote Credit Union membership and benefits.
• Track and report business development metrics within 24 hours of event execution.
• Ensure brand consistency in collaboration with the Marketing team.
• Educate members on products and digital tools while identifying needs via consultative sales.
• Manage and refer leads to appropriate teams within 24-48 hours post-events.
• Coordinate marketing material updates and requests in advance of activations.

Additional Responsibilities:
Perform other duties as assigned in support of the Credit Union’s business development and member education initiatives.

KNOWLEDGE & SKILLS

Minimum Education Required to Perform Job:
High School or GED (Required); Bachelor’s Degree (Preferred)

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

Specific Experience Required:

• Demonstrated experience in sales or relationship management.
• Proven experience in business development, event facilitation, or financial counseling.

Certifications or Licenses Required: 
Must have Financial Counselor Certification (or must obtain as part of the role)

Other Training, Technical Skills, or Knowledge Required:
Proficiency in Microsoft Platforms (Required); Data Analysis tools like Excel/SharePoint (Preferred); Familiarity with virtual platforms like Teams (Preferred)

Other Measurable Abilities Required:

• Strong networking, interpersonal, and communication skills.
• Entrepreneurial, self-starter mindset with proactive follow-through.
• Presentation and public speaking skills.
• Attention to detail and excellent time management.
• Ability to work independently in a dynamic environment.

Shift Work:
  May include nights and weekends depending on events.

SCOPE OF JOB

Discretion/Latitude: 
Follows established guidelines

Supervisory Scope:  

• None

Physical Demands & Environmental/Working Conditions:
This position requires the ability to:

• Stand for extended periods of time at indoor/outdoor events.
• Lift up to 25 lbs frequently; up to 50 lbs occasionally.
• Adapt to varied work environments and schedules.

Disclaimer
The information contained in this job description has been designed to indicate the general nature and level of work performed by cast members 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 cast members assigned to this job.

The hiring range for this position in California is $68,640 to $96,240 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.