About the role
FinEx AI summary
Delivers omni-channel client and advisor service across walk-in, email and assigned requests, resolving enquiries and service issues within standards. Guides clients toward digital and self-service options and supports rollout of new digital servicing capabilities. Maintains procedures, guidelines and checklists to strengthen service quality and controls.
Core skills
Client ServiceOmni-channel SupportDigital AdoptionService QualityOperational ControlsEscalation Management