AgencyPlus Community Advisor
Core
Deliver exceptional customer experiences by proactively understanding needs, providing tailored financial solutions, and directing customers to appropriate service channels.
Role type
Customer Advisor (Financial Services)
Builds
Customer relationships and sales results through contextual financial solutions
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer relationship building, process compliance, sales opportunity identification, digital channel guidance, data analysis, regulatory adherence
Preferred skills
Persuasive selling, problem-solving, organizational skills, results-driven attitude
Responsibilities
Educate customers on banking platforms, analyze customer data to recommend solutions, achieve sales targets, maximize channel optimization, ensure cost containment, fulfill transactions exceeding benchmarks
Seniority
Entry to Mid-level, contract role