About this role
Role Overview
- Support members and clients by informing them about existing applications and digital tools that can help them perform transactions and operations independently
- Greet members and customers warmly and courteously; quickly identify their needs in order to direct them to the appropriate person who can assist them or to alternative distribution channels
- Collaborate with personal financial advisors to improve the service offered to members.
Requirements
- Experience or education in the financial services industry
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined-benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement for health and wellness expenses and telework equipment