WI3659805

1

Vocational Degree

Associate Degree

Unspecified

40

JOB REQUIREMENTS: Job Details Job Location Oshkosh, WI-Witzel Branch -
Oshkosh, WI Position Type Full Time Description POSITION SUMMARY The
Financial Architect (FA) is responsible for building relationships with
the Credit Union\'s membership by offering products and services of
Verve within the branch. POSITION RESPONSIBILITIES Lending
Responsibilities Understand, educate, and advise members of all products
available. Complete application process and all necessary support
paperwork within federal guidelines/timelines. Educate members on credit
union products and services by informing members of available financial
services including, but not limited to savings/checking accounts, CDs,
IRA\'s, HSA\'s, credit cards, savings bonds, securities, safe deposit
boxes. General Responsibilities Create the Verve Experience by growing
positive relationships with members, representing Verve\'s brand, and
living our Patch Values. Promote cooperation with all team members to
ensure a team effort and prompt member service. Open member accounts and
complete all necessary paperwork associated with the process. Answer
members\' general inquiries: account balances, rate information, hours
or operation, branch locations, ATMs, membership requirements, and
products available. Investigate and correct errors on member accounts.
Admit members to safe deposit vault (where applicable) . Send approval,
denial and cancellation letters. Assist the Member Service Team as
needed. Maintain a professional image of the credit union with every
team member and member interaction. Successfully register with the
Nationwide Mortgage Licensing System & Registry. Comply with all aspects
of BSA/AML and OFAC regulations as related to position. Yearly
completion of all on-line compliance training as defined by Management.
Attend required sales, services, and department training classes to
enhance skill level. Demonstrate the Credit Union\'s philosophy in all
interactions and adhere to Patch Values with members, prospective
members, and team members. Foster and maintain an atmosphere of
solutions, innovation, and continuous improvement. Additional duties as
assigned. Qualifications EDUCATION AND EXPERIENCE AA degree in Business
Administration or a financial field desirable or 1-2 years relevant
experience; equivalent education and experience will be considered.
Previous sales experience required. Experience in financial lending
preferred. KEY COMPETENCIES Excellent communication skills, proficient
business writing, good presentation and verbal ability to effectively
respond to members and co-workers. Skillful application of math concepts
is necessary. Ability to solve practical problems and interpret
instructions\... For full info follow application link. All qualified
applicants will receive consideration for employment without regard to
race, color, religion, gender, national origin, age, sexual orientation,
gender identity, disability or veteran status \*\*\*\*\* APPLICATION
INSTRUCTIONS: Apply Online: ipc.us/t/ABF07FDA13E943B7