Member Experience Advisor I: Personal Banking & Solutions

VERVE A CREDIT UNION; La Crosse (WI); On-site; USD 32,000 - 52,000; Full time

Job summary

VERVE A CREDIT UNION is seeking a Member Experience Advisor I at our La Crosse, WI location. This role delivers in-person, phone, and digital service, processing transactions, opening consumer accounts, and taking applications for credit products.

The position emphasizes concise explanations of features and regulatory terms, adherence to policies, and proactive relationship growth to support Verve’s objectives. Strong customer service and basic banking knowledge are preferred.

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 as requested.
• Explain account features and regulatory terms in clear, member-friendly language.

Skills

Customer service

Cash handling

Interpersonal skills

Microsoft Office

Core banking systems

Education

High school diploma

Tools

Banking software

Job description

VERVE A CREDIT UNION is seeking a Member Experience Advisor I at our La Crosse, WI location. This role delivers in-person, phone, and digital service, processing transactions, opening consumer accounts, and taking applications for credit products.

The position emphasizes concise explanations of features and regulatory terms, adherence to policies, and proactive relationship growth to support Verve’s objectives. Strong customer service and basic banking knowledge are preferred.