Banking Member Experience Specialist I

Verve, a Credit Union; Appleton (WI); Sur place; USD 36 000 - 48 000; Plein temps

Résumé du poste

The Member Experience Advisor I at Verve processes transactions, opens consumer deposit accounts, and handles credit card and loan applications across in-person, phone, and digital channels. They explain account features and regulatory terms in clear, member-friendly language while ensuring compliance with policies and regulations.

They actively identify opportunities to deepen member relationships and support Verve’s growth objectives, while following security protocols and maintaining accuracy

Qualifications

• High school diploma or equivalent required.
• Minimum six months of customer service, retail banking, or cash handling experience.
• Basic knowledge of financial products, services, and regulations preferred.

Responsabilités

• Greet members promptly and professionally, creating a welcoming environment.
• Process member transactions including deposits, withdrawals, loan payments, cash advances, check cashing, and official checks.
• Verify endorsements, signatures, and proper identification; maintain confidentiality.
• Open and close standard consumer deposit accounts and manage beneficiaries and POD designations.
• Explain consumer account features and regulatory terms in clear language.
• Assist members with digital banking tools and problem resolution.
• Take applications for credit cards, unsecured loans, and unsecured lines of credit.
• Identify opportunities to deepen relationships and support Verve’s growth objectives.
• Balance and maintain cash drawer and reconcile recycling supplies; follow security protocols.

Connaissances

Customer service

Banking knowledge

Attention to detail

Communication

MS Office

Core banking

Formation

High school diploma

Outils

Core banking system

Description du poste

The Member Experience Advisor I at Verve processes transactions, opens consumer deposit accounts, and handles credit card and loan applications across in-person, phone, and digital channels. They explain account features and regulatory terms in clear, member-friendly language while ensuring compliance with policies and regulations.

They actively identify opportunities to deepen member relationships and support Verve’s growth objectives, while following security protocols and maintaining accuracy