Enhance Client as Advisory Agent in Financial Services

Position: Enhance Client Experience as an Advisory Agent in Financial Services
Location: Maniwaki

Elevate the banking experiences for members and clients as an Advisory Agent. Guide them through transactions while promoting digital solutions and enhancing their financial literacy.

In this role, you will enhance client interactions, support members with tech tools, and foster business relationships through excellent service. You will address issues of fraud and irregularities, ensuring members receive the help they need. Your efforts will directly contribute to a stronger community presence in the financial sector.

Key Responsibilities:

• Assist members with banking transactions and tech tools

• Promote digital solutions for member empowerment

• Contribute to business development through service delivery

• Support clients dealing with fraud or irregularities

• Maintain relationships through effective communication

Requirements:

• Passion for the financial services industry

• Experience in client interaction preferred

• Strong communication skills required

• Willingness to provide exceptional service

• Commitment to equity and diversity in the workplace

Become a key member of the team, helping enhance member experiences and solidifying relationships in the financial community.
#J-18808-Ljbffr