Advisory Agent, Member and Client Experience
Core
Improve member and customer experience by advising on banking transactions, promoting products, and acting as an ambassador for digital solutions.
Role type
Member and client service agent
Builds
Banking transactions and digital tool adoption for members
Domain
Financial services / Banking
Deliverable
client delivery
Required skills
Banking transaction advice, digital solutions promotion, fraud/irregularity handling, business relationship maintenance
Responsibilities
Support members and clients with existing applications and technological tools, contribute to business development through service delivery, assist members and clients with fraud or irregularities
Seniority
Entry-level, training provided
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