customer to the rest of the business - Customer Advocate
Demonstrate excellent product and system
the client's partner on their journey, internal advocate to the other departments, liaison between clients
customer inquiries. Act with the customer in mind and advocate for the user community. Communicate effectively
through appointment bookings. Financial Wellness Advocate : Share financial knowledge to promote literacy
in cross-functional meetings and initiatives, advocating for the needs and priorities of our customers
through appointment bookings. Financial Wellness Advocate : Share financial knowledge to promote literacy
in cross-functional meetings and initiatives, advocating for the needs and priorities of our customers