Digital Banking Relationship Advisor

VERVE A CREDIT UNION; Neenah (WI); On-site; USD 42,000 - 56,000; Full time

Job summary

VERVE A CREDIT UNION is seeking a Personal Relationship Banker-Digital (Member Experience Advisor I-Digital) to deliver exceptional service across in-person, phone, and digital channels. You will open and service consumer accounts, take credit card and loan applications, and promote Verve’s products while ensuring compliance with policies and regulations.

The role emphasizes relationship growth, accurate transaction processing, and helping members manage money through digital tools, with a

Qualifications

• High school diploma or equivalent required.
• Minimum six (6) months of customer service, retail banking, or cash handling experience.
• Basic knowledge of financial products, services, and regulations preferred.

Responsibilities

• 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; manage beneficiaries and Payable on Death designations.
• Explain account features and regulatory terms clearly to members.
• Handle Red Flag identity theft prevention procedures accurately.
• Assist members with digital banking tools and problem resolution.

Skills

Interpersonal skills

Attention to detail

Explain financial concepts

Computer literacy

Core banking systems

Reliability

Education

High school diploma or equivalent

Tools

Microsoft Office

Core banking systems

Job description

VERVE A CREDIT UNION is seeking a Personal Relationship Banker-Digital (Member Experience Advisor I-Digital) to deliver exceptional service across in-person, phone, and digital channels. You will open and service consumer accounts, take credit card and loan applications, and promote Verve’s products while ensuring compliance with policies and regulations.

The role emphasizes relationship growth, accurate transaction processing, and helping members manage money through digital tools, with a