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Home › Companies › 8fafa422 31e5 4820 Af80 155bceda346b 19000101 000001 › Float Member Advisor

Float Member Advisor

8fafa422 31e5 4820 Af80 155bceda346b 19000101 000001 · Janesville, WI, US, Janesville, WI · Active · $27–$27 / year · ADP Workforce Now Recruiting

Job facts

FieldValue
Company8fafa422 31e5 4820 Af80 155bceda346b 19000101 000001
TitleFloat Member Advisor
Normalized title-
Department / team-
LocationJanesville, WI, United States
Work model-
Employment typeFull Time
Salary$27–$27 / year
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2025-06-03 / 2026-05-31
Changed / last seen2026-06-22 / 2026-06-22

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PageWhat it containsOpen
Company jobsActive postings from 8fafa422 31e5 4820 Af80 155bceda346b 19000101 000001.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Janesville.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

Company8fafa422 31e5 4820 Af80 155bceda346b 19000101 000001
Sourcee10f8bb9-6776-43e2-8a79-f8893c6adfa6
ATS providerADP Workforce Now Recruiting

Description

Job Description Member Advisor Job Classification: Full Time FLSA Status: Non-Exempt Department: Retail Reports To: Branch Manager Senior Leader: Chief Operating Officer Job Overview Welcome members into the branch and provides friendly, helpful service that promotes financial education while using expert knowledge in deposit, loan, and convenient services products to accurately and efficiently process a variety of financial inquiries, account openings, loan applications, service requests, and transactions. Secures credit union assets, balances transactions, and completes necessary reports. Major Tasks, Responsibilities and Key Accountabilities Provides friendly, helpful service that promotes financial discipline through: Preparing for daily interactions with a professional image and an organized workstation. Maintaining knowledge of BHCCU products and processes. Proactively greeting members with a smile, handshake, introductions, and full attention. Taking responsibility for waiting members. Understanding the member’s objectives by asking appropriate questions and listening to the member’s responses. Recommending the best solution or guiding the member to the appropriate staff to accomplish the member’s needs and strengthen their financial well-being. Processing the transaction accurately and efficiently. Following up with the member to ensure satisfaction and to provide encouragement. Utilizes expert knowledge to open consumer and business deposit accounts and convenient services, and to identify member needs with loans following established underwriting criteria. Teaches members to use the account or service to improve their financial well-being and provides any ongoing correspondence. Accurately and efficiently prepares member documents. Utilizes basic knowledge to identify member needs with investment services and seamlessly refers members to appropriate staff. Fulfills member service requests including account maintenance, research, reconciliation, and correction. Secures the credit union’s assets by handling cash and negotiable instruments in a consistent manner, properly identifying members, keeping member information confidential, balancing at the end of each business day, and completing necessary reports that summarize daily activities. Maintains up to date knowledge and adheres to all regulations, policies, procedures, and standards that pertain to this position. Follow processes and procedures established to ensure compliance with the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Combating Financing of Terrorism (CFT). Complete required annual AML/CFT training to ensure you understand your responsibilities that apply to AML/CFT, including: CIP (Customer Identification Program) CDD (Customer Due Diligence) Beneficial Owner identification and verification Prohibited Account Types CTRs (Currency Transaction Report) SARs (Suspicious Activity Report) OFAC (Office of Foreign Assets Control) Monetary Instruments Performs other duties as assigned, including filling in for other departments as member demand necessitates. QUALIFICATIONS and COMPETENCIES EDUCATION and EXPERIENCE Associate degree or an equivalent level of knowledge, skills, and abilities typically acquired through work experience. Must be at least 18 years of age. 2 years of teller experience or previous experience recommending products and plans to improve a customer’s financial position preferred. Knowledge of banking and/or credit union regulations preferred. Pass the pre-employment drug test and background check. COMPETENCIES Ability to multitask and prioritize. Pass the pre-employment drug test and background check. Must possess strong interpersonal skills, a positive attitude, and a desire to help people. Must possess effective verbal and written communication skills. Must have reliable attendance. Must possess good judgment. Must possess basic math skills. Projects a professional image. OTHER (PHYSICAL, MENTAL, AND VISUAL SKILLS) Physical Job Requirements Frequent periods are spent standing or sitting in the same location with some opportunity to move about; occasionally there may be a need to stoop or lift light objects (typically less than 8 pounds). Ability to move about and communicate with a diverse membership and employee group. Ability to accomplish the described responsibilities using computers and technology. Ability to sit and/or stand for extended periods of time. Ability to work in a changing, challenging, and fast paced work environment. Variable stress levels. Provide own transportation. Occasional business travel. Environmental Job Requirements Typically located in a comfortable, quiet indoor area. There may be regular exposure to mild physical discomfort from factors such as dust, fumes or odors, temperature extremes, strong drafts, or bright lights. Monday - Friday: 8:30am-5:15pm Average of two Saturdays per month between the hours of 8:15am-12:15pm

Full job record

Job ID4431113e84bce6582581ab98931399032e18f79b
Org ID48e325d6-194d-4df6-83a9-393d50f4f25c
Source IDe10f8bb9-6776-43e2-8a79-f8893c6adfa6
Board IDe10f8bb9-6776-43e2-8a79-f8893c6adfa6
Provideradp_workforcenow
Provider Job Key921472
TitleFloat Member Advisor
Normalized Title—
Statusactive
Activeyes
Location TextJanesville, WI, US, Janesville, WI
Department—
Team—
Employment Typefull_time
Workplace Type—
Remote Policy—
CountryUnited States
RegionWI
CityJanesville
Salary Raw26.50 To 26.50 (USD) Annually
Salary Min26.5
Salary Max26.5
Salary CurrencyUSD
Salary Periodyear
Source URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=8fafa422-31e5-4820-af80-155bceda346b&ccId=19000101_000001&lang=en_US&type=JS&jobId=921472&jwId=9201285623234_1
Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=8fafa422-31e5-4820-af80-155bceda346b&ccId=19000101_000001&lang=en_US&type=JS&jobId=921472&jwId=9201285623234_1
First Seen At2026-05-31 18:58:05Z
Last Seen At2026-06-22 13:51:54Z
Last Checked At2026-06-22 13:51:54Z
Last Changed At2026-06-22 13:51:54Z
Inactive At—
Source Posted At2025-06-03 15:16:00Z
Source Updated At—
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    "requisitionDescription": "<div><div><div><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;border:none;border-bottom:solid windowtext 1.5pt;padding:0in 0in 1.0pt 0in;' id=\"isPasted\"><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;border:none;padding:0in;'><strong><span style='font-family:\"Cambria\",serif;'>Job Description</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;border:none;padding:0in;'><strong><span style='font-family:\"Cambria\",serif;'>Member Advisor&nbsp;</span></strong></p></div><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><strong><span style='font-size:24px;font-family:\"Cambria\",serif;'>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>Job Classification: </span></strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>Full Time&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>FLSA Status: </span></strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>Non-Exempt</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>Department: </span></strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>Retail&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>Reports To: </span></strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>Branch Manager&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>Senior Leader: </span></strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>Chief Operating Officer</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>&nbsp;</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-right:.25in;'><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>Job Overview</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-right:.25in;'><span style='font-size:15px;font-family:\"Cambria\",serif;'>Welcome members into the branch and provides friendly, helpful service that promotes financial education while using expert knowledge in deposit, loan, and convenient services products to accurately and efficiently process a variety of financial inquiries, account openings, loan applications, service requests, and transactions. Secures credit union assets, balances transactions, and completes necessary reports.</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-right:.25in;'><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>&nbsp;</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-right:.25in;'><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>Major Tasks, Responsibilities and Key Accountabilities</span></strong></p><ul style=\"list-style-type: disc;margin-left: -0.25in;\"><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Provides friendly, helpful service that promotes financial discipline through:</span><ol style=\"list-style-type: circle;\"><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Preparing for daily interactions with a professional image and an organized workstation.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Maintaining knowledge of BHCCU products and processes.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Proactively greeting members with a smile, handshake, introductions, and full attention.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Taking responsibility for waiting members.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Understanding the member&rsquo;s objectives by asking appropriate questions and listening to the member&rsquo;s responses.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Recommending the best solution or guiding the member to the appropriate staff to accomplish the member&rsquo;s needs and strengthen their financial well-being.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Processing the transaction accurately and efficiently.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Following up with the member to ensure satisfaction and to provide encouragement.</span></li></ol></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Utilizes expert knowledge to open consumer and business deposit accounts and convenient services, and to identify member needs with loans following established underwriting criteria. Teaches members to use the account or service to improve their financial well-being and provides any ongoing correspondence. Accurately and efficiently prepares member documents.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Utilizes basic knowledge to identify member needs with investment services and seamlessly refers members to appropriate staff.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Fulfills member service requests including account maintenance, research, reconciliation, and correction.&nbsp;</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Secures the credit union&rsquo;s assets by handling cash and negotiable instruments in a consistent manner, properly identifying members, keeping member information confidential, balancing at the end of each business day, and completing necessary reports that summarize daily activities.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Maintains up to date knowledge and adheres to all regulations, policies, procedures, and standards that pertain to this position.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Follow processes and procedures established to ensure compliance with the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Combating Financing of Terrorism (CFT). Complete required annual AML/CFT training to ensure you understand your responsibilities that apply to AML/CFT, including:</span><ol style=\"list-style-type: circle;\"><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>CIP (Customer Identification Program)&nbsp;</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>CDD (Customer Due Diligence)</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Beneficial Owner identification and verification</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Prohibited Account Types&nbsp;</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>CTRs (Currency Transaction Report)&nbsp;</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>SARs (Suspicious Activity Report)</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>OFAC (Office of Foreign Assets Control)&nbsp;</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Monetary Instruments&nbsp;</span></li></ol></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Performs other duties as assigned, including filling in for other departments as member demand necessitates.</span></li></ul><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:13px;font-family:\"Times New Roman\",serif;'><span style='font-size:15px;font-family:\"Cambria\",serif;'>&nbsp;</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:.25in;font-size:13px;font-family:\"Times New Roman\",serif;'><span style='font-size:15px;font-family:\"Cambria\",serif;'>&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-right:.25in;'><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>QUALIFICATIONS and COMPETENCIES</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-right:.25in;'><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>&nbsp;</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-right:.25in;'><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>EDUCATION and EXPERIENCE</span></strong></p><ul style=\"list-style-type: disc;margin-left: -0.25in;\"><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Associate degree or an equivalent level of knowledge, skills, and abilities typically acquired through work experience.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Must be at least 18 years of age.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>2 years of teller experience or previous experience recommending products and plans to improve a customer&rsquo;s financial position preferred.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Knowledge of banking and/or credit union regulations preferred.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Pass the pre-employment drug test and background check.</span></li></ul><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-right:.25in;'><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>&nbsp;</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-right:.25in;'><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>COMPETENCIES</span></strong></p><ul style=\"list-style-type: disc;margin-left: -0.25in;\"><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Ability to multitask and prioritize.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Pass the pre-employment drug test and background check.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Must possess strong interpersonal skills, a positive attitude, and a desire to help people.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Must possess effective verbal and written communication skills.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Must have reliable attendance.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Must possess good judgment.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Must possess basic math skills.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Projects a professional image.</span></li></ul><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:.25in;font-size:13px;font-family:\"Times New Roman\",serif;'><span style='font-size:15px;font-family:\"Cambria\",serif;'>&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-right:.25in;'><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>&nbsp;</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-right:.25in;'><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>OTHER (PHYSICAL, MENTAL, AND VISUAL SKILLS)</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-right:.25in;'><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>&nbsp;</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-right:.25in;'><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>Physical Job Requirements</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-right:.25in;'><span style='font-size:15px;font-family:\"Cambria\",serif;'>Frequent periods are spent standing or sitting in the same location with some opportunity to move about; occasionally there may be a need to stoop or lift light objects (typically less than 8 pounds).</span></p><ul style=\"list-style-type: disc;margin-left: -0.25in;\"><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Ability to move about and communicate with a diverse membership and employee group.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Ability to accomplish the described responsibilities using computers and technology.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Ability to sit and/or stand for extended periods of time.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Ability to work in a changing, challenging, and fast paced work environment.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Variable stress levels.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Provide own transportation.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:15px;'>Occasional business travel.</span></li></ul><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-right:.25in;'><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>&nbsp;</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-right:.25in;'><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>Environmental Job Requirements</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-right:.25in;'><span style='font-size:15px;font-family:\"Cambria\",serif;'>Typically located in a comfortable, quiet indoor area. There may be regular exposure to mild physical discomfort from factors such as dust, fumes or odors, temperature extremes, strong drafts, or bright lights.</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-right:.25in;'><span style='font-size:15px;font-family:\"Cambria\",serif;'>&nbsp;</span></p></div></div></div>\n<br/>Monday - Friday: 8:30am-5:15pm<br/>Average of two Saturdays per month between the hours of 8:15am-12:15pm",
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