Advisory Agent, Member and Client Experience
Core
You help members and clients with their financial empowerment by opening accounts, processing transactions, advising on financial products and digital tools, and resolving fraud or irregularities.
Role type
Member and client experience advisory agent
Builds
Financial accounts, transactions, and client relationships
Domain
Financial services / Cooperative banking
Deliverable
client delivery
Required skills
Financial product knowledge, fraud monitoring, digital tool advisory, compliance adherence, transaction processing
Preferred skills
Business development, data integration, competitor product knowledge
Technologies
Digital solutions, technological tools for transactions
Responsibilities
Support members and clients with existing applications and technological tools; Contribute to business development and maintain business relationships; Assist members and clients who have encountered fraud or irregularities; Stay on top of the latest standards, products and services; Uphold compliance, security and risk management standards.
