CareerPlanSign in

Advisory Agent, Member and Client Experience

Maniwaki, CA💼 Full-time🗓 2026-03-09 → 2026-09-26

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

Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.