Enhance community financial health with Prospera as a Hybrid Virtual Manager. Provide comprehensive financial support to members through digital consultations and expert advice.
In this role, you will use your financial expertise to guide members in managing their banking needs and investments. You'll conduct virtual appointments, handle inquiries, and implement effective financial strategies while ensuring compliance with lending authority requirements and company policies.
Key Responsibilities:
• Provide expert financial advice on investments and lending
• Conduct virtual consultations for member convenience
• Manage calls and inquiries with prompt resolutions
• Lead member outreach following best practices
• Prepare and approve loans within designated limits
Requirements:
• 3+ years in financial services with advisory duties
• Knowledge in lending and investment options
• Experience in contact center multi-channel support
• Willingness to obtain m...