HiringCafe
Posted 3d ago

Member Experience Advisor I

@ Verve
View All Jobs
Onalaska, Wisconsin, United States
OnsiteFull Time
Responsibilities:processing transactions, opening accounts, building relationships
Requirements Summary:High school diploma or equivalent; minimum six months customer service, retail banking, or cash-handling experience; strong interpersonal skills, attention to detail, Microsoft Office proficiency, and ability to work Saturdays.
Technical Tools Mentioned:Microsoft Office
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Job Description

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.