Member Experience Banker

Verve, a Credit Union; La Crosse (WI); On-site; USD 21,000 - 26,000; Full time

Job summary

Verve, a Credit Union in Wisconsin, seeks a Member Experience Advisor I to serve as an ambassador across in-person, phone, and digital channels, delivering accurate transaction processing and opening consumer deposit accounts.

The role emphasizes explaining products, supporting digital tools, and identifying opportunities to deepen member relationships, with adherence to policies and regulatory requirements.

Qualifications

• High school diploma or equivalent required.
• Six months of customer service, retail banking, or cash handling experience preferred.
• 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.
• Explain consumer account summaries, product features, and regulatory terms clearly.
• 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, 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.
• 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

MS Office proficiency

Core banking systems

Reliability

Saturday availability

Education

High school diploma or equivalent

Job description

Verve, a Credit Union in Wisconsin, seeks a Member Experience Advisor I to serve as an ambassador across in-person, phone, and digital channels, delivering accurate transaction processing and opening consumer deposit accounts.

The role emphasizes explaining products, supporting digital tools, and identifying opportunities to deepen member relationships, with adherence to policies and regulatory requirements.