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 assisting with fraud cases.
Role type
Member and client experience advisory agent
Builds
Financial accounts and transactions for members and clients
Domain
Financial services / Cooperative banking
Deliverable
client delivery
Required skills
Financial product knowledge, Fraud detection, Digital tools advisory, Account opening, Transaction processing, Compliance adherence
Preferred skills
Business development, Relationship management, Tech adoption
Technologies
Digital banking platforms, Technological tools for transactions
Responsibilities
Support members and clients with existing applications and technological tools for transactions, 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