Member Experience Advisor: Personal & Universal Banker

Verve, a Credit Union

Appleton (WI)

On-site

USD 25,000 - 32,000

Full time

2 days ago
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Job summary

Verve, a Credit Union in Oshkosh, WI, is hiring for Member Experience Advisors I and II to serve in-branch and digital locations. The roles offer hourly pay with monthly incentives, and require at least a high school diploma and six months of customer service or cash handling experience.

You will open deposits, process transactions, and educate members on Verve's products and digital tools. These positions emphasize relationship building, accurate cash handling, and compliance with credit union

Qualifications

  • Six months of customer service or cash handling experience.
  • Basic knowledge of financial products and regulations preferred.
  • Willingness to work Saturdays.

Responsibilities

  • Build meaningful relationships with members by understanding their financial needs and recommending solutions that fit their goals.
  • Open and service deposit accounts, process transactions, and assist members with a variety of financial requests.
  • Educate members on Verve's products, services, and digital banking tools to help them make informed financial decisions.
  • Identify opportunities to deepen member relationships through referrals and financial solutions.
  • Provide accurate and efficient cash handling and transaction processing.
  • Resolve member questions and concerns while delivering a positive, personalized experience.
  • Collaborate with team members to support branch goals and create a welcoming environment for members and visitors.
  • Maintain compliance with credit union policies, procedures, and regulatory requirements while protecting member confidentiality.
  • Continue developing banking, sales, and service skills through ongoing training and professional development.

Skills

Customer service
Cash handling
Interpersonal skills
Sales

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Verve, a Credit Union in Oshkosh, WI, is hiring for Member Experience Advisors I and II to serve in-branch and digital locations. The roles offer hourly pay with monthly incentives, and require at least a high school diploma and six months of customer service or cash handling experience.

You will open deposits, process transactions, and educate members on Verve's products and digital tools. These positions emphasize relationship building, accurate cash handling, and compliance with credit union

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