Customer Engagement Advisor - New Britain - beBeeMemberExperience

    beBeeMemberExperience
    beBeeMemberExperience New Britain

    6 days ago

    Full time

    Job title: Full-Time Member Experience Advisor

    Description

    A top-tier financial institution is seeking a dynamic professional to serve as a premier point of contact for its valued members.

    This role offers an unparalleled opportunity to enhance the overall member experience by providing exceptional service, proactively engaging existing and prospective members with their financial needs, and utilizing consultative approaches to drive growth and satisfaction.

    • Process account-related requests efficiently, including opening basic consumer accounts and performing routine file maintenance tasks such as address changes and signer/owner updates.
    • Facilitate the processing of basic consumer loan requests, including submitting applications, booking disbursements, and maintaining accurate records.

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