Advisory Agent, Member and Client Experience
Core
Support members and clients with banking transactions, promote cooperative values, and provide personalized financial solutions and digital tool guidance.
Role type
Member and client service agent
Builds
Banking transactions and client satisfaction
Domain
Financial services / Credit Union
Deliverable
client delivery
Required skills
Banking transaction support, Digital tools guidance, Fraud detection and referral, Business relationship maintenance, Compliance adherence, Data entry
Preferred skills
Knowledge of competitor products, Knowledge of security measures, Knowledge of service standards
Technologies
Digital tools and applications, Automated and assisted transaction systems
Responsibilities
Support members and clients with banking transactions and digital tools, Contribute to business development through service delivery, Assist members and clients with fraud or irregularities, Stay updated on latest standards and products, Adhere to compliance and risk management rules
Seniority
Entry-level to Junior, hands-on IC
