Member Experience Specialist

Verve, a Credit Union; Appleton (WI); On-site; USD 32,000 - 42,000; Full time

Job summary

Verve, a Credit Union in Appleton, is seeking a friendly Member Experience Advisor I to be a member ambassador across in-person, phone, and digital channels. You will open deposit accounts, process transactions, and take credit card and unsecured loan applications while explaining features and regulatory terms clearly.

You will identify opportunities to deepen relationships, support growth, and help members manage money.

Qualifications

• High school diploma or equivalent.
• 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.
• 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.

Skills

Interpersonal skills

Attention to detail

Explain financial concepts

Computer skills

Reliability & attendance

Saturday shifts

Education

High school diploma or equivalent

Job description

Verve, a Credit Union in Appleton, is seeking a friendly Member Experience Advisor I to be a member ambassador across in-person, phone, and digital channels. You will open deposit accounts, process transactions, and take credit card and unsecured loan applications while explaining features and regulatory terms clearly.

You will identify opportunities to deepen relationships, support growth, and help members manage money.