Digital Experience Officer

Role The Digital Experience Officer delivers exceptional member service by assisting with account openings, loan applications, and digital banking solutions.

This role advises members on products and services that support their financial goals while identifying lending and cross-sell opportunities.

The agent manages the account and loan process from application through closing, ensuring accuracy, compliance, and a seamless member experience across digital and phone channels.

This role requires strong knowledge of new account and consumer lending processes, as well as applicable regulations, including Red Flag rules, CIP requirements, lending compliance, fraud prevention, and financial privacy laws.

The Digital Experience Officer demonstrates the ability to think independently and make sound decisions based on member needs and established guidelines.

They are proficient in digital tools and systems used for account servicing and loan ...