Member Experience Advisor – Banking Solutions & Growth

Verve, a Credit Union; South Wayne (WI); On-site; USD 42,000 - 54,000; Full time

Job summary

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

You will actively identify opportunities to deepen relationships and support Verve's growth objectives, while ensuring compliance with policies and regulations.

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; always maintain confidentiality.
• Open and close standard consumer deposit accounts; manage beneficiaries and Payable on Death designations as requested.
• Explain consumer account summaries, product features, and regulatory terms in clear language.
• Handle Red Flag identity theft prevention procedures accurately.
• Assist members with digital banking tools and problem resolution.
• Take applications for credit cards and unsecured loans; promote responsible borrowing.
• Identify opportunities to deepen member relationships and support growth objectives.

Skills

Interpersonal skills

Attention to detail

Ability to explain financial concepts

MS Office proficiency

Core banking systems knowledge

Reliable attendance

Saturday work availability

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

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

You will actively identify opportunities to deepen relationships and support Verve's growth objectives, while ensuring compliance with policies and regulations.