Top 1936 Relationship advisor ii Jobs

Universal Banker-Digital (Member Experience Advisor II-Digital)
VERVE A CREDIT UNION —Oshkosh, WI
- Full-time
- Mid-level
- Office
- High school diploma or GED
Commercial Relationship Manager II
Fortress Bank —Peoria, IL
- $105,000 - $120,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Outlook
- Health savings account
- Health insurance
Quick Apply
9d
IT Application Manager
Nifco America, Corp. —Canal Winchester, OH
- Full-time
- Hybrid work
- Background check
- Computer science
- Computer Science
- Health savings account
- Health insurance
Quick Apply
Call Center Sales Advisor II
SkyOne Federal Credit Union —Hawthorne, CA
- $28.80 - $34.00 an hour
- Full-time
- Microsoft Excel
- Computer literacy
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Imaging Engineer I
TRIMEDX —Albuquerque, NM
- Full-time
- Microsoft Excel
- Mid-level
- Ability to lift 50 pounds
Biomedical Technician II
TRIMEDX —Rockford, IL
- $27 - $31 an hour
- Full-time
- Mid-level
- 3 years
- Driver's License
- Health savings account
- Dental insurance
Occupational Therapist
Stanford Health Care —Palo Alto, CA
- Full-time
- Acute care
- Doctoral degree
- Hospital
- Health savings account
- Health insurance
Youth Employment and Training Advisor
JobWorks, Inc —Winamac, IN
- From $22.27 an hour
- Extended hours
- Background check
- Clean driving record
- Writing skills
- Health savings account
- Health insurance
Quick Apply
Universal Banker - Sitka Financial Center, Part Time 20hrs/wk
Northrim Bank —Sitka, AK
- $22 an hour
- Part-time
- Hospitality
- Office
- Microsoft Office
- Paid training
- Wellness program
Quick Apply
International Tax and Transaction Services - Transaction Tax Advisory Manager - FY26 - HDG #841
EY —Houston, TX
- $141,900 - $295,500 a year
- CPA
- Writing skills
- Research
- Paid holidays
- Health insurance
Tier 3 Engineer
Proven Business Systems LLC —Schaumburg, IL
- $75,000 - $100,000 a year
- Full-time
- Computer science
- 7 years
- Azure
- Paid parental leave
- Health savings account
Senior Associate II, Tax
Forvis Mazars —Charleston, SC
- Full-time
- CPA
- Mid-level
- 3 years
Quick Apply
Associate Financial Advisor II
LPL Financial —Farmington, CT
- $82,200 - $137,000 a year
- Full-time
- Microsoft Excel
- Business development
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Compliance Manager
RightCapital —Shelton, CT
- $80,000 - $85,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
14d
Accounting and Tax Director -- Knoxville Based TV Production and Entertainment Accounting Firm
Winchester Consulting LLC —Knoxville, TN
- From $100,000 a year
- Full-time
- Hybrid work
- 7 years
- CPA
- No experience needed
- Disability insurance
- Health insurance
Quick Apply
Personal Banker II Boscawen
Franklin Savings Bank —Boscawen, NH
- From $20.66 an hour
- Full-time
- Background check
- Writing skills
- Mid-level
Director, Strategic Clinical Vendor Oversight and Relationship Lead (CRO)
Genmab —Princeton, NJ
- $193,280 - $289,920 a year
- Online Application
- 8 years
- Bachelor's degree
- Training & development
- Commuter assistance
- Paid parental leave
Employment and Training Advisor
JobWorks, Inc —South Bend, IN
- From $22.27 an hour
- Extended hours
- Background check
- Writing skills
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
Full Time Personal Banker II - Main
Franklin Savings Bank —Franklin, NH
- From $20.66 an hour
- Full-time
- Writing skills
- Mid-level
- Office
Audit Manager II (US) - IT Applications
TD Bank —Mount Laurel, NJ
- $92,220 - $149,310 a year
- Full-time
- 7 years
- Writing skills
- Basic math
- Health insurance
- Paid time off

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Universal Banker-Digital (Member Experience Advisor II-Digital)

VERVE A CREDIT UNION -
Oshkosh, WI

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Job Details

Full-time

Qualifications

High school diploma or GED

Full Job Description

POSITION SUMMARY

The Digital Member Experience Advisor II 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.
Serve as an escalation point for complex service needs and provide solutions promptly.
Open and close specialty accounts such as Trust, Estate, and Health Savings Accounts (HSAs).
Process IRA account openings, contributions, distributions, and rollovers in compliance with IRS and credit union regulations.

Growth

Take loan applications for secured loans, 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.
Proactively engage high-value and specialty account members to deepen relationships.

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.
Support branch vault operations including balancing, dual control procedures, and adherence to security protocols.
Ensure all account openings, specialty account maintenance, and IRA transactions are accurate, complete, and compliant.
Mentor and coach Member Experience Advisors to expand their skills.
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.

EDUCATION AND EXPERIENCE

High school diploma or equivalent required.
Minimum one year of financial services, retail banking, or related experience.
Demonstrated proficiency in Member Experience Advisor functions.

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.

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Refine Your Search

relationship advisor ii jobs

Universal Banker-Digital (Member Experience Advisor II-Digital)

Commercial Relationship Manager II

IT Application Manager

Call Center Sales Advisor II

Imaging Engineer I

Biomedical Technician II

Occupational Therapist

Youth Employment and Training Advisor

Universal Banker - Sitka Financial Center, Part Time 20hrs/wk

International Tax and Transaction Services - Transaction Tax Advisory Manager - FY26 - HDG #841

Tier 3 Engineer

Senior Associate II, Tax

Associate Financial Advisor II

Compliance Manager

Accounting and Tax Director -- Knoxville Based TV Production and Entertainment Accounting Firm

Personal Banker II Boscawen

Director, Strategic Clinical Vendor Oversight and Relationship Lead (CRO)

Employment and Training Advisor

Full Time Personal Banker II - Main

Audit Manager II (US) - IT Applications

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