Member Experience Advisor: Growth & Solutions

Verve, a Credit Union; Appleton (WI); On-site; USD 36,000 - 48,000; Full time

Job summary

Verve, a Credit Union in Appleton, WI, seeks a Member Experience Advisor I to assist members across in-person, phone, and digital channels, processing transactions, opening consumer deposit accounts, and taking credit card and loan applications.

This role explains account features and regulatory terms, ensures policy compliance, and identifies opportunities to deepen member relationships while supporting Verve’s growth objectives in a service-driven environment.

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 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 Verve products, services, promotions, and competitor offerings to effectively position solutions.
• Participate in branch and community outreach activities to promote Verve’s brand and attract new members.

Skills

Customer service

Cash handling

Financial products knowledge

Microsoft Office

Core banking systems

Education

High School Diploma or equivalent

Tools

Digital banking tools

Job description

Verve, a Credit Union in Appleton, WI, seeks a Member Experience Advisor I to assist members across in-person, phone, and digital channels, processing transactions, opening consumer deposit accounts, and taking credit card and loan applications.

This role explains account features and regulatory terms, ensures policy compliance, and identifies opportunities to deepen member relationships while supporting Verve’s growth objectives in a service-driven environment.