Agent, Financial Services
Core
Support members and clients by guiding them to use existing applications and technological tools for transactions, while directing complex needs to advisors.
Role type
Member and client service agent
Builds
Customer service interactions and self-service transaction guidance
Domain
Financial services / Cooperative banking
Deliverable
client delivery
Required skills
Customer service, needs assessment, tool guidance, collaboration with advisors
Preferred skills
Experience in financial services industry
Responsibilities
Welcome members and customers, ascertain needs to direct to appropriate resources, support members in using technological tools for transactions, collaborate with personal finance advisors
Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.