Personal Relationship Banker (Member Experience Advisor I)

VERVE A CREDIT UNION; Oshkosh (WI); On-site; USD 35,000 - 45,000; Full time

Job summary

VERVE A CREDIT UNION is seeking a Member Experience Advisor I at the Oshkosh, WI Murdock Branch. This role involves providing exceptional service to members through various channels and includes processing transactions, opening accounts, and taking applications for credit products.

Candidates should possess a strong customer service background, excellent communication skills, and a high school diploma. The job promotes opportunities for personal and financial growth for the members.

Qualifications

• Customer service experience in retail banking or cash handling.
• Ability to explain financial concepts clearly.
• Reliable attendance and performance.

Responsibilities

• Provide exceptional service in-person, on the phone, and digitally.
• Process member transactions, maintaining confidentiality.
• Open and manage consumer deposit accounts.
• Take applications for credit cards and loans.
• Participate in branch outreach to attract new members.

Skills

Customer service experience

Interpersonal skills

Attention to detail

Basic knowledge of financial products

Proficient computer skills

Education

High school diploma or equivalent

Job description

Job Details

Position Type: Full Time
Job Location: Oshkosh WI Murdock Branch - Oshkosh, WI 54901

POSITION SUMMARY

The Member Experience Advisor I serves as a member ambassador, providing exceptional service and personalized solutions 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 all applicable policies, procedures, and regulations. In addition to providing financial solutions, this role actively identifies opportunities to deepen relationships and support Verve’s growth objectives.

POSITION RESPONSIBILITIES

Member Experience

• 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.

Growth

• 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.

Operational & Compliance Excellence

• 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.

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.

Key Competencies

• Strong interpersonal skills with a friendly, professional demeanor.
• Excellent attention to detail and accuracy in transactions.
• Ability to explain financial concepts clearly to members.
• Proficient computer skills including Microsoft Office; ability to learn core banking systems.
• Reliable and consistent in attendance and performance.
• Ability to work Saturdays as scheduled.

Physical Demands and Work Environment

Work Environment: Business office, the noise level in the work environment is usually quiet to moderate. Physical Requirements: Ability to sit or stand at a desk the majority of the day; talk or hear; stand or walk occasionally. While performing the duties of this job, the team member is typically utilizing a computer, keyboard, and phone. May occasionally reach with hands and arms; stoop, kneel, and crouch.