Member Experience Specialist

Verve, a Credit Union; Onalaska (WI); Sur place; USD 21 000 - 30 000; Plein temps

Résumé du poste

Verve, a Credit Union in Wisconsin seeks a Member Experience Advisor I to serve as a member ambassador across in-person, phone, and digital channels. You will process transactions, open and service deposit accounts, and take applications for credit products while explaining features and regulatory terms clearly.

You will identify opportunities to deepen relationships, support growth, and stay compliant with BSA/AML and other regulations.

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.

Responsabilités

• 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 all standard consumer deposit accounts, adding, changing, or removing beneficiaries and Payable on Death designations.
• Explain consumer account summaries, product features, and regulatory terms clearly to members.
• Handle identity theft prevention procedures accurately (Red Flag).</br>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 and borrow responsibly.
• Maintain current knowledge of Verve products, services, promotions, and competition.
• Participate in branch and community outreach to promote Verve 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 timely.
• Follow all operational policies, procedures, and security protocols.
• Ensure compliance with laws and regulations including BSA/AML, OFAC, USA PATRIOT Act; complete annual compliance training.

Connaissances

Interpersonal skills

Attention to detail

Explain financial concepts

Microsoft Office

Core banking systems

Attendance reliability

Saturday shifts

Formation

High school diploma or equivalent

Outils

Microsoft Office

Core banking systems

Description du poste

Verve, a Credit Union in Wisconsin seeks a Member Experience Advisor I to serve as a member ambassador across in-person, phone, and digital channels. You will process transactions, open and service deposit accounts, and take applications for credit products while explaining features and regulatory terms clearly.

You will identify opportunities to deepen relationships, support growth, and stay compliant with BSA/AML and other regulations.