Advisory Agent, Member and Client Experience
Core
Support members and clients with financial products, services, and digital tools to ensure satisfaction and financial empowerment.
Role type
Member and client experience advisory agent
Builds
Financial accounts, transactions, and personalized solutions for credit union members
Domain
Financial services / Credit Union
Deliverable
client delivery
Required skills
Financial product knowledge, Digital tool advisory, Fraud monitoring, Compliance adherence, Transaction processing, Business relationship management
Preferred skills
Cooperative philosophy understanding, Data integration knowledge, Security measures knowledge
Technologies
Digital solutions, Technological tools, Transaction systems
Responsibilities
Open accounts and assist with financial transactions, Advise on digital solutions and safety, Monitor and process fraud cases, Promote distribution channels, Identify business opportunities, Uphold compliance and risk standards