Assist with onboarding new customers.
Coordinate tasks, schedules, and meetings to help ensure timely go-lives with quality.
Troubleshoot Onboarding issues in collaboration with technical teams.

Learn the Technology:

Gain hands-on experience with integrations to online banking, core banking, lending, collections, telephony and other financial services systems.
Build expertise on Eltropy’s platform capabilities including Voice, Video, Text, Secure Chat and AI Agents.
Understand key financial services processes for lending, new accounts, collections, and consumer engagement.

Customer Training & Enablement:

Create and deliver customer training using AI-generated video, virtual sessions, documentation, and tutorials.
Help build and customize training resources to improve onboarding for credit unions and community banks.
Use tools like WalkMe to guide users through in-app experiences.

Eltropy

Eltropy enables financial institutions to digitally engage in a secure and compliant way. Using their world-class digital communications platform, community financial institutions can improve operations, engagement and productivity.

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