Digital Banking Experience Advisor

Verve, a Credit Union; Oshkosh (WI); Hybrid; USD 32,000 - 46,000; Full time

Job summary

Verve, a Credit Union in Oshkosh, WI, is looking for a Digital Member Experience Advisor II to serve as a member ambassador across in-person, phone, and digital channels. You will process transactions, open accounts, and guide members on products while ensuring compliance.

You will identify opportunities to deepen relationships, assist with digital banking tools, and support growth objectives. Strong interpersonal skills and accuracy are essential for delivering exceptional service.

Qualifications

• High school diploma or equivalent required.
• Minimum one year of financial services, retail banking, or related experience.
• Ability to explain financial concepts clearly.

Responsibilities

• Greet members promptly and professionally.
• Process member transactions including deposits, withdrawals, loan payments, and checks.
• Open and close consumer deposit accounts and manage beneficiaries.
• Explain account features and regulatory terms clearly.
• Assist members with digital banking tools and problem resolution.
• Escalate complex service needs and provide timely solutions.
• Open and close specialty accounts (Trust, Estate, HSAs).
• Process IRA openings, contributions, distributions per IRS and credit union regulations.
• Identify opportunities to deepen relationships and grow Verve's growth objectives.
• Balance cash drawer and maintain cash handling procedures.
• Maintain knowledge of Verve products, services, and promotions.

Skills

Interpersonal skills

Attention to detail

Clear financial explanations

Microsoft Office

Banking systems literacy

Education

High school diploma or equivalent

Tools

Microsoft Office

Core banking systems

Job description

Verve, a Credit Union in Oshkosh, WI, is looking for a Digital Member Experience Advisor II to serve as a member ambassador across in-person, phone, and digital channels. You will process transactions, open accounts, and guide members on products while ensuring compliance.

You will identify opportunities to deepen relationships, assist with digital banking tools, and support growth objectives. Strong interpersonal skills and accuracy are essential for delivering exceptional service.