Advisory Agent, Member and Client Experience

Full-time Other-General

Overview

The work mode arrangement for the position is full-time on site. As a client experience advisory agent, you help members and clients have a better experience and ensure they are satisfied. This involves welcoming them, listening to and addressing their needs, providing financial empowerment, and promoting the organization’s cooperative values.

Responsibilities

• Support members and clients by informing them about available applications and technological tools that enable self‑service transactions and operations.
• Contribute to business development and maintain relationships through service delivery and activities.
• Assist members and clients who have encountered fraud or irregularities; monitor and process transactions required to settle their cases.
• Stay current on the latest standards, products and services in the field.
• Uphold compliance, security and risk‑management standards.

Qual...