AgencyPlus Community Advisor

Community Advisor Agency Plus – Job Description

Deliver an exceptional and efficient customer experience by proactively understanding customer needs, providing tailored product solutions, and directing customers to the most suitable service channels (including eChannels and self‑service). All interactions must align with established policies, processes, and service standards.

Key Responsibilities

• Build and maintain strong relationships with clients.
• Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
• Effectively communicate with clients and explain processes and requirements in a simple manner.
• Ensure compliance with rules and processes, demonstrating attention to detail.
• Educate customers to the correct banking platform aligned with their needs.
• Connect with customers by living up to our brand promise of “how can we help you?” at all time...