Top 148 Banking Jobs in Appleton Wi

Universal Banker-Digital (Member Experience Advisor II-Digital)
VERVE A CREDIT UNION —Oshkosh, WI
- Full-time
- Mid-level
- Office
- High school diploma or GED
Teller
Capital Credit Union - WI —Kimberly, WI
- Part-time
- Computer literacy
- Basic math
- Office
Quick Apply
10d
Disclosure Desk Specialist
Community First Credit Union —Neenah, WI
- Mid-level
- Office
- 3 years
Quick Apply
Teller - Full Time
BLC Community Bank —Little Chute, WI
- Full-time
- Office
- High school diploma or GED
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Branch Manager
World Finance Corporation of Wisconsin —Appleton, WI
- $39,500 - $50,000 a year
- Extended hours
- Office
- High school diploma or GED
- Driver's License
- Paid holidays
- Disability insurance
Quick Apply
8d
TELLER I
Fox Communities Credit Union —Appleton, WI
- Part-time
- Office
- Communication skills
- Entry level
- Disability insurance
- Health insurance
Quick Apply
ASSISTANT BRANCH TEAM LEAD I
Fox Communities Credit Union —Appleton, WI
- Full-time
- Mid-level
- Office
- Conflict management
- Disability insurance
- Health insurance
Quick Apply
CORPORATE CONCIERGE
Fox Communities Credit Union —Appleton, WI
- Full-time
- Bilingual
- Office
- Microsoft Office
- Disability insurance
- Health insurance
Quick Apply
FLOATING MEMBER RELATIONSHIP OFFICER I
Fox Communities Credit Union —Appleton, WI
- Full-time
- Office
- Microsoft Office
- Travel
- Disability insurance
- Health insurance
Quick Apply
Loan & Title Specialist
BERGSTROM APPLETON GENESIS —Appleton, WI
- $42,000 - $50,000 a year
- Full-time
- Dealership
- Mid-level
- High school diploma or GED
- Wellness program
- Paid holidays
Quick Apply
Teller
Community First Credit Union —De Pere, WI
- High school diploma or GED
- Financial services
- Communication skills
Quick Apply
Teller
Community First Credit Union —De Pere, WI
- High school diploma or GED
- Financial services
- Communication skills
Quick Apply
Closing Officer - APL
Town n' Country Title, LLC —Appleton, WI
- $18 - $20 an hour
- Full-time
- Sales
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
9d
MEMBER RELATIONSHIP OFFICER I
Fox Communities Credit Union —Green Bay, WI
- Full-time
- Bilingual
- Office
- 1 year
- Disability insurance
- Health insurance
Quick Apply
2d
TELLER I - FLOATING
Fox Communities Credit Union —Kimberly, WI
- Full-time
- Communication skills
- Entry level
- Disability insurance
- Health insurance
Quick Apply
10d
Teller - Full Time
Unison Credit Union —Kaukauna, WI
- From $18 an hour
- Full-time
- Computer literacy
- Basic math
- Office
- Profit sharing
- Paid holidays
Quick Apply
8d
Loan & Title Specialist
BERGSTROM APPLETON GENESIS —Appleton, WI
- $42,000 - $50,000 a year
- Full-time
- Dealership
- Mid-level
- High school diploma or GED
- Wellness program
- Paid holidays
Quick Apply
Traveling Customer Service Rep - Appleton/Oshkosh/Fond du Lac
BANK FIRST —Appleton, WI
- Microsoft Excel
- Research
- High school diploma or GED
- Opportunities for advancement
Quick Apply
9d
BRANCH TEAM LEAD I
Fox Communities Credit Union —Green Bay, WI
- Full-time
- Spanish
- English
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
2d
ASSISTANT BRANCH TEAM LEAD I
Fox Communities Credit Union —Green Bay, WI
- Full-time
- Mid-level
- Office
- Conflict management
- Disability insurance
- Health insurance
Quick Apply
6d

I want to receive the latest job alert for banking in appleton wi

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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

VERVE A CREDIT UNION -
Oshkosh, WI

Apply Now

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.

Apply Now

Refine Your Search

banking jobs in appleton wi

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

Teller

Disclosure Desk Specialist

Teller - Full Time

Branch Manager

TELLER I

ASSISTANT BRANCH TEAM LEAD I

CORPORATE CONCIERGE

FLOATING MEMBER RELATIONSHIP OFFICER I

Loan & Title Specialist

Teller

Teller

Closing Officer - APL

MEMBER RELATIONSHIP OFFICER I

TELLER I - FLOATING

Teller - Full Time

Loan & Title Specialist

Traveling Customer Service Rep - Appleton/Oshkosh/Fond du Lac

BRANCH TEAM LEAD I

ASSISTANT BRANCH TEAM LEAD I

I want to receive the latest job alert for banking in appleton wi

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected