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