Member Experience Advisor I

Join Verve at Our Hiring Event!

Saturday, August 8

9:00 a.m. - 12:00 p.m.

Verve, a Credit Union - 215 W Murdock Ave, Oshkosh

Looking for a career where you can help people thrive? At Verve, we believe financial well-being can create opportunities, reduce stress, and help people focus on what matters most. We're hiring Member Experience Advisors across our branch network, with opportunities available from Brillion to Fond du Lac, for individuals who are passionate about building relationships, making a positive impact, and helping members achieve their financial goals.

Whether you're an experienced financial professional or looking to grow your career in banking, we'd love to meet you!

What Will You Do?

As a Member Experience Advisor I or Member Experience Advisor II, you will play an important role in helping our members achieve their financial goals while delivering an exceptional service experience.

You will:

• Build meaningful relationships with members by understanding their financial needs and recommending solutions that fit their goals.
• Open and service deposit accounts, process transactions, and assist members with a variety of financial requests.
• Educate members on Verve's products, services, and digital banking tools to help them make informed financial decisions.
• Identify opportunities to deepen member relationships through referrals and financial solutions.
• Provide accurate and efficient cash handling and transaction processing.
• Resolve member questions and concerns while delivering a positive, personalized experience.
• Collaborate with team members to support branch goals and create a welcoming environment for members and visitors.
• Maintain compliance with credit union policies, procedures, and regulatory requirements while protecting member confidentiality.
• Continue developing banking, sales, and service skills through ongoing training and professional development.

These roles are ideal for individuals who enjoy helping people, building relationships, solving problems, and making a positive impact in their community.

EDUCATION AND EXPERIENCE

• High school diploma or equivalent required.
• Minimum six (6) months of customer service, retail banking, or cash handling experience is preferred.
• 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.

The above information has been designed to indicate the general nature and level of work performed by persons within this job this job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all the duties, responsibilities, and qualifications required of persons assigned to this job. Additional duties may be required to perform the job effectively.