Member Experience Advisor: Banking Solutions & Growth

Paycom - ATS; Northern (KY); Hybrid; USD 34,000 - 42,000; Full time

Job summary

Paycom - ATS is seeking a Member Experience Advisor I to greet members, process transactions, open/close consumer deposit accounts, and take applications for credit cards and unsecured loans. You will explain account features and regulatory terms clearly while ensuring compliance with policies and regulations.

You will also identify opportunities to deepen relationships, assist with digital banking tools, and support Verve's growth objectives in a friendly, professional environment.

Qualifications

• High school diploma or equivalent.
• 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; always maintain confidentiality.
• Open and close all standard consumer deposit accounts, adding, changing, or removing beneficiaries and Payable on Death designations as requested.
• Clearly explain consumer account summaries, product features, and regulatory terms in language members understand.
• Handle "Red Flag" identity theft prevention procedures accurately.
• Assist members with digital banking tools and problem resolution.
• Take applications for credit cards, unsecured loans, and unsecured lines of credit.
• Identify opportunities to help members thrive financially with a focus on managing money, saving for the future, optimizing payments, and borrowing responsibly.
• Maintain current knowledge of Paycom - ATS products, services, promotions, and competitor offerings to effectively position solutions.
• Participate in branch and community outreach activities to promote Paycom - ATS's brand and attract new members.
• Balance and maintain cash drawer and recycling supply daily, process ATM, night deposit, and mail transactions.
• Complete product code changes accurately and in a timely manner.
• Follow all operational policies, procedures, and security protocols.
• Ensure compliance with all applicable laws and regulations, including BSA/AML, OFAC, and USA PATRIOT Act requirements.
• Complete required annual compliance training and apply standards consistently.

Skills

Interpersonal skills

Attention to detail

Explain financial concepts

Customer service

Microsoft Office

Education

High school diploma

Tools

Core banking systems

Job description

Paycom - ATS is seeking a Member Experience Advisor I to greet members, process transactions, open/close consumer deposit accounts, and take applications for credit cards and unsecured loans. You will explain account features and regulatory terms clearly while ensuring compliance with policies and regulations.

You will also identify opportunities to deepen relationships, assist with digital banking tools, and support Verve's growth objectives in a friendly, professional environment.