15 Jobs in Fond du lac, WI
Verve, a Credit Union is Hiring a Member Advocate (Teller) (46958) Near Fond du Lac, WI
Fond du Lac WI FDL East Branch - Fond du Lac, WI
Position Type
Full Time
Salary Range
$17.50 - $17.50 Hourly
Description POSITION SUMMARY The Member Advocate is responsible for providing transactional and information services to credit union members while achieving sales goals.
Position Responsibilities Sales:
- Cross sell financial products or refer members to professionals who can assist them.
- Meet or exceed specific individual monthly referral goals.
- Promote and recommend various credit union products such as consumer loans, deposits, mortgages, investments, credit cards, and various electronic services.
- Respond to questions from the members regarding services we provide in a professional friendly manner.
- Attend required sales, services, and department training classes to enhance skill level.
- Additional duties assigned.
- Complete deposit, withdrawal, and services transactions with accuracy and efficiency while following all security procedures.
- Always maintain member confidentiality by verifying all necessary signatures, endorsements, and proper photo identification.
- Maintain appropriate cash drawer supply while staying under set limits.
- Verify and balance currency, coin, and checks in cash drawer at end of shift.
- Process and accurately balance member transactions such as: daily mail, night depository, and ATM.
- Order checks through Liberty Check Processing.
- Order, reorder and maintain check cards for members.
- Enroll/modify payroll allocations and ACH per member request.
- Complies with all aspects of BSA/AML and OFAC regulations as it relates to this position.
- Maintain a professional image of the credit union in dealing with members: provide friendly, helpful assistance, upgrade knowledge of financial products and protect member confidentiality.
- Saturday hours are required on a rotating basis, may be asked to work at other Verve Branch locations as needed to meet staffing needs.
- Additional duties assigned.
- High school diploma or equivalency, or currently enrolled in high school. Previous cash handling and/or retail experience preferred.
- Able to read and interpret policy and procedures.
- Learn and know product offerings. Stay abreast of new products and services.
- Effective written and verbal skills.
- Basic computer skills, use of standard keyboard, mouse and common software packages.
- Accurate math skills, ability to calculate figures and amounts such as cash denominations.
- Ability to use basic 10-key calculator.
- Complies with all Federal and Credit Union regulations as it relates to this position.
- Requires an outgoing, friendly, and enthusiastic team orientated personality.
- Yearly completion of all on-line compliance training as defined by Management.
- Work at a fast pace, attentive to details and quick and accurate in handling them.
- 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 workday; 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 employee may occasionally lift and move up to 30 pounds.
Job Summary
Full Time
Banking
$32k-38k (estimate)
05/28/2024
06/16/2024
verveacu.com
APPLETON, WI
200 - 500
1937
JOY VELDBOOM
$10M - $50M
Banking
Related Companies
About Verve, a Credit Union
Founded in 1937, Verve, a Credit Union, is a member-owned, not-for-profit financial cooperative serving over 65,000 members at 21 locations. Membership is open to anyone who lives, works or worships in 25 counties throughout Wisconsin, Illinois and Minnesota and to employees of Kimberly-Clark Corp., Fox River Paper Co., the medical services industry and the immediate family of any current member. Federally insured by NCUA.
The job skills required for Member Advocate (Teller) (46958) include Cash Handling, Confidentiality, Consumer Loans, etc. Having related job skills and expertise will give you an advantage when applying to be a Member Advocate (Teller) (46958). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Member Advocate (Teller) (46958). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Member Advocate (Teller) (46958) positions, which can be used as a reference in future career path planning. As a Member Advocate (Teller) (46958), it can be promoted into senior positions as a Managed Care Coordinator that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Member Advocate (Teller) (46958). You can explore the career advancement for a Member Advocate (Teller) (46958) below and select your interested title to get hiring information.
If you are interested in becoming a Member Advocate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Member Advocate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Member Advocate job description and responsibilities
An advocate may be a shareholder/owner of business juridical persons and a member of voluntary associations and political parties.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Member Advocate jobs
High school diploma or GED required.
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Step 3: View the best colleges and universities for Member Advocate.
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