Advisor, Banking and Credit Services, Customer Relations Center
Core
Provide personalized financial support via phone to members and clients regarding credit cards, bank accounts, and digital tools.
Role type
Customer service advisor (banking)
Builds
Customer retention and financial empowerment solutions
Domain
Banking and credit services
Deliverable
client delivery
Required skills
Customer service, financial needs assessment, digital tool guidance, problem-solving, proactive advisory
Preferred skills
French language proficiency, English proficiency (advanced for some roles)
Technologies
Digital banking tools
Responsibilities
Answer member and client questions about financial accounts, identify client needs and suggest tailored solutions, guide clients to use digital tools, manage and solve client problems, update knowledge in area of expertise
Seniority
Entry-level to Junior
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