Job Summary
The Financial Advocate plays a crucial role in fostering relationships with members by providing assistance with various financial products, services, and addressing card-related disputes. This position involves making outbound sales calls and offering support with electronic devices to enhance financial engagement with members.
Responsibilities
- Build and maintain member relationships through personalized assistance.
- Address member inquiries regarding financial products and services.
- Assist members with disputes related to their cards.
- Conduct outbound sales calls to promote products and services.
- Support members in using electronic devices to improve their financial connection.
Qualifications
- Experience in the financial sector, particularly in consumer lending and sales.
- Strong understanding of operational processes and regulatory requirements.
- Excellent computer skills, with proficiency in various software applications.
- Strong communication skills, both verbal and written, to effectively engage with members.
