Member Experience Champion – Banking Solutions

VERVE A CREDIT UNION; Fond du Lac (WI); On-site; USD 32,000 - 42,000; Full time

Job summary

VERVE A CREDIT UNION in Fond du Lac, WI is seeking a Member Experience Advisor I to serve as a member ambassador across in-person, phone, and digital channels. This role delivers accurate and efficient transaction processing, opens and services consumer deposit accounts, and takes applications for credit cards and unsecured loans and lines of credit.

The Member Experience Advisor explains account features and regulatory requirements in clear, member-friendly terms while ensuring compliance with

Qualifications

• High school diploma or equivalent required.
• Minimum six 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.
• 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

Strong interpersonal skills

Attention to detail

Explain financial concepts clearly

Reliable attendance

Saturday availability

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

VERVE A CREDIT UNION in Fond du Lac, WI is seeking a Member Experience Advisor I to serve as a member ambassador across in-person, phone, and digital channels. This role delivers accurate and efficient transaction processing, opens and services consumer deposit accounts, and takes applications for credit cards and unsecured loans and lines of credit.

The Member Experience Advisor explains account features and regulatory requirements in clear, member-friendly terms while ensuring compliance with