Personal Relationship Banker-Float (Member Experience Advisor I)

VERVE A CREDIT UNION•Oshkosh, WI

4d•Onsite

About The Position

The Member Experience Advisor I serves as a member ambassador, providing exceptional service and personalized solutions across multiple branch locations in Oshkosh and Neenah. The role supports staffing needs primarily within its home region and may assist other regions based on operational need. It processes transactions, 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 complying with applicable policies, procedures, and regulations. The role also identifies opportunities to deepen member relationships and support Verve’s growth objectives.

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.
Excellent attention to detail and transaction accuracy.
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, creating a welcoming environment.
Process 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 process beneficiary and Payable on Death designation changes as requested.
Explain consumer account summaries, product features, and regulatory terms in language members understand.
Accurately follow identity-theft prevention procedures for “Red Flag” situations.
Assist members with digital banking tools and resolve problems.
Adapt to varying branch procedures, layouts, and workflows while maintaining consistent service quality.
Take applications for credit cards, unsecured loans, and unsecured lines of credit.
Identify financial solutions that help members manage money, save for the future, optimize payments, and borrow responsibly.
Maintain current knowledge of Verve products, services, promotions, and competitor offerings.
Participate in branch and community outreach activities to promote Verve and attract new members.
Balance and maintain the cash drawer and recycling supply daily, and process ATM, night deposit, and mail transactions.
Complete product code changes accurately and promptly.
Follow operational policies, procedures, and security protocols.
Comply with applicable laws and regulations, including BSA/AML, OFAC, and USA PATRIOT Act requirements.
Complete required annual compliance training and apply standards consistently.