Member Experience Advisor I

About the role

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.

At Verve, we believe financial well-being can create opportunities, reduce stress, and help people focus on what matters most. Whether you're an experienced financial professional or looking to grow your career in banking, we'd love to meet you!

Responsibilities

• 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.

Qualifications

A high school diploma or equivalent is required. Minimum six (6) months of customer service, retail banking, or cash handling experience is preferred. Basic knowledge of financial products, services, and regulations is also preferred.

Skills

• 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.

Work Environment

The work environment is a business office with a quiet to moderate noise level. Physical requirements include the ability to sit or stand at a desk for most of the day, talk or hear, and 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.