Member Experience Advisor I

VERVE A CREDIT UNION•Onalaska, WI

1d•Onsite

About The Position

The Member Experience Advisor I serves as a member ambassador, providing exceptional service and personalized solutions through in-person, phone, and digital channels. The role processes transactions accurately and efficiently, opens and services consumer deposit accounts, and takes applications for credit cards and unsecured loans and lines of credit. The advisor explains account features and regulatory requirements in clear, member-friendly terms while following applicable policies, procedures, and regulations. The role also identifies opportunities to deepen member relationships and support Verve’s growth objectives. The position includes welcoming members, conducting a range of financial transactions, assisting with accounts and digital banking, and identifying relevant financial solutions. It also involves maintaining cash and transaction operations, following security and compliance standards, and participating in branch and community outreach. The work takes place in a business office with a usually quiet-to-moderate noise level.

Requirements

High school diploma or equivalent.
At least six months of customer service, retail banking, or cash handling experience.
Strong interpersonal skills and a friendly, professional demeanor.
Attention to detail and accuracy in transactions.
Ability to explain financial concepts clearly to members.
Computer proficiency, including Microsoft Office, and ability to learn core banking systems.
Reliable and consistent attendance and performance.
Ability to work Saturdays as scheduled.

Nice To Haves

Basic knowledge of financial products, services, and regulations.

Responsibilities

Greet members promptly and professionally and create a welcoming environment.
Process member transactions, including deposits, withdrawals, loan payments, cash advances, check cashing, and official checks.
Verify endorsements, signatures, and identification, and maintain confidentiality.
Open and close standard consumer deposit accounts and make requested changes to beneficiaries and Payable on Death designations.
Explain consumer account summaries, product features, and regulatory terms in language members understand.
Follow identity theft prevention procedures, including “Red Flag” procedures.
Assist members with digital banking tools and resolve problems.
Take applications for credit cards, unsecured loans, and unsecured lines of credit.
Identify opportunities to help members manage money, save for the future, optimize payments, and borrow responsibly.
Maintain current knowledge of Verve products, services, promotions, and competitor offerings to position solutions effectively.
Participate in branch and community outreach activities to promote Verve’s brand and attract new members.
Balance and maintain the cash drawer and recycling supply daily; process ATM, night deposit, and mail transactions.
Complete product code changes accurately and promptly.
Follow operational policies, procedures, and security protocols.
Ensure compliance with applicable laws and regulations, including BSA/AML, OFAC, and USA PATRIOT Act requirements.
Complete required annual compliance training and consistently apply compliance standards.