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
Client-facing advisory agent
Builds
Member and client experience through personalized financial solutions and digital adoption
Domain
Financial services / Cooperative banking
Deliverable
client delivery
Required skills
Financial product knowledge, Digital tool advisory, Fraud monitoring, Compliance adherence, Transaction processing, Business relationship management
Preferred skills
Data integration knowledge, Security measures understanding, Cooperative philosophy knowledge
Technologies
Digital solutions, Technological tools for transactions
Responsibilities
Open accounts and assist with financial transactions, Advise on digital tools and safety, Monitor and process fraud cases, Promote distribution channels, Uphold compliance and risk standards
Seniority
Mid-level (3+ years experience)