Member Experience Advisor: Banking Solutions & Growth

Verve, a Credit Union; Fond du Lac (WI); On-site; USD 32,000 - 42,000; Full time

Job summary

Verve, a Credit Union is seeking a Member Experience Advisor I to act as a member ambassador across in-person, phone, and digital channels. You will handle transactions, open and service consumer deposit accounts, and take applications for credit cards and unsecured loans, explaining features and regulatory terms clearly.

The role emphasizes growing member relationships, compliance, and community outreach with a focus on accuracy and excellent service.

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 and manage beneficiaries and POA designations.
• Explain account features and regulatory terms clearly to members.

Skills

Interpersonal skills

Attention to detail

Explain financial concepts

Proficient computer skills

Attendance reliability

Saturday availability

Education

High school diploma or equivalent

Tools

Microsoft Office

Core banking systems

Job description

Verve, a Credit Union is seeking a Member Experience Advisor I to act as a member ambassador across in-person, phone, and digital channels. You will handle transactions, open and service consumer deposit accounts, and take applications for credit cards and unsecured loans, explaining features and regulatory terms clearly.

The role emphasizes growing member relationships, compliance, and community outreach with a focus on accuracy and excellent service.