Agent skill

Bank T156 Retail Finance Client Service Senior Assistant

by aifinlab in aifinlab/FinClaw

A skill your agent uses when handling retail banking senior-customer service monitoring, vulnerability screening, and follow-up action planning; trigger for requests that need Chinese skill content…

Apache-2.0Auto-check passedSales & Support

Install Bank T156 Retail Finance Client Service Senior Assistant

skills CLI
$ npx skills add aifinlab/FinClaw --skill bank-t156-retail-finance-client-service-senior-assistant -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install aifinlab/FinClaw bank-t156-retail-finance-client-service-senior-assistant --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/bank-t156-retail-finance-client-service-senior-assistant .claude/skills/bank-t156-retail-finance-client-service-senior-assistant && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
bank-t156-retail-finance-client-service-senior-assistant
GitHub stars
255
Token cost
~469 tokens
SKILL.md length
56 words
Files
2 (incl. scripts)
Skills in repo
74
Repo updated
First seen
Licence
Apache-2.0

At a glance

A skill your agent uses when handling retail banking senior-customer service monitoring, vulnerability screening, and follow-up action planning; trigger for requests that need Chinese skill content…

  • Works in 5 steps: 明确客群范围(年龄段、渠道、产品持有)与监测窗口 → 汇总服务事件、投诉、风险预警与触达记录 → 识别高优先级信号并拆分为“需立即处理/需持续跟踪/常规关怀” → …
  • Handling retail banking senior-customer service monitoring
  • SKILL.md covers 适用范围, 何时使用, 何时不要使用 and 默认工作流, plus 6 more sections
  • Runs Python scripts from its folder; calls python

What it does

Bank T156 Retail Finance Client Service Senior Assistant is an agent skill from aifinlab/FinClaw. Use when handling retail banking senior-customer service monitoring, vulnerability screening, and follow-up action planning; trigger for requests that need Chinese skill content with clear inputs/outputs, risk-aware wording, and optional scripts to summarize service signals.

Its SKILL.md is about 470 tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including scripts (for example `scripts/elder_service_scan.py`).

It sits in Sales & Support, covering Customer support. The licence is Apache-2.0.

When your agent uses it

  • Handling retail banking senior-customer service monitoring
  • Vulnerability screening
  • Follow-up action planning
  • Trigger for requests that need Chinese skill content with clear inputs/outputs

Example prompts

  • “/bank-t156-retail-finance-client-service-senior-assistant”

Requirements

  • Python 3

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

  1. 明确客群范围(年龄段、渠道、产品持有)与监测窗口
  2. 汇总服务事件、投诉、风险预警与触达记录
  3. 识别高优先级信号并拆分为“需立即处理/需持续跟踪/常规关怀”
  4. 输出行动清单、渠道建议与升级路径
  5. 标注数据缺口与待核验事项

What it can do on your machine

Read from SKILL.md and the folder at commit 9e62862. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Ships 1 file in scripts/ (Python), which the agent can run.

    Shell commands in SKILL.md call:

    • python

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Bank T156 Retail Finance Client Service Senior Assistant loads about 469 tokens when it runs. Until then it costs about 83 tokens; SKILL.md has 56 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~83
When it runs · the whole SKILL.md, loaded when a task matches
~469

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.

SKILL.md

The full file from aifinlab/FinClaw at commit 9e62862, republished under its Apache-2.0 licence (© aifinlab). 56 words, ~469 tokens.

Download SKILL.mdSave it as .claude/skills/bank-t156-retail-finance-client-service-senior-assistant/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
bank-t156-retail-finance-client-service-senior-assistant
description
Use when handling retail banking senior-customer service monitoring, vulnerability screening, and follow-up action planning; trigger for requests that need Chinese skill content with clear inputs/outputs, risk-aware wording, and optional scripts to summarize service signals.

这个 skill 是做什么的

帮助零售银行团队识别老年客群的服务风险信号与关怀机会,把客户行为、服务记录与风险提示转成可执行的触达与升级动作。输出面向客户经理、客服与运营的结构化摘要,而不是审批或处罚结论。

适用范围

  • 老年客群服务监测、关怀回访、投诉预警与反诈提醒
  • 客服、网点运营、客户经理的服务动作编排
  • 适老化服务策略评估(线下/电话/线上渠道选择)

何时使用

  • 需要对老年客户进行服务风险扫描、异常识别或关怀排序
  • 需要把服务信号转为可执行动作、升级路径与跟进清单

何时不要使用

  • 需要输出法律/合规定性、违规处罚或最终责任结论时
  • 缺少客户授权或数据来源不合规时

默认工作流

  1. 明确客群范围(年龄段、渠道、产品持有)与监测窗口
  2. 汇总服务事件、投诉、风险预警与触达记录
  3. 识别高优先级信号并拆分为“需立即处理/需持续跟踪/常规关怀”
  4. 输出行动清单、渠道建议与升级路径
  5. 标注数据缺口与待核验事项

输入要求

  • 基础信息:customer_id、年龄、主要服务渠道、区域/网点
  • 服务行为:近期触达时间、触达渠道、服务记录
  • 风险信号:投诉次数、反诈提示、异常交易提醒
  • 资产行为:余额变动、异常现金支取(若有)
  • 合规授权:营销授权与联系偏好

输出要求

  • 风险信号摘要与优先级(高/中/低)
  • 推荐动作(关怀回访、线下协助、反诈提醒)
  • 升级条件与责任归口建议
  • 待补信息清单与数据可信度提示

脚本与使用方式

如需批量扫描,使用 scripts/elder_service_scan.py 生成结构化结果。

bash
python scripts/elder_service_scan.py --input customers.json --output service_scan.json --as_of 2026-03-15

输入 JSON 示例:

json
{
  "customers": [
    {
      "customer_id": "C001",
      "age": 67,
      "last_contact_date": "2026-01-10",
      "complaint_count_90d": 1,
      "fraud_alert_180d": 0,
      "balance_drop_30d": 15000,
      "digital_usage_score": 25,
      "branch_visit_30d": 3,
      "high_cash_withdrawal_flag": 1
    }
  ]
}

输出关键字段:

  • priority:高/中/低
  • risk_score:规则评分(仅用于排序)
  • reasons:触发原因
  • actions:建议动作

风险与边界

  • 该技能只提供服务风险识别与行动建议,不替代正式合规/风控结论
  • 不得基于单一信号作出惩罚或强制处置
  • 必须明确数据口径、时间窗口与授权范围

信息不足时的处理

  • 明确缺失字段并输出最小可执行建议
  • 将无法验证的信息标注为“待核验”

输出模板(简版)

text
客户:{customer_id}
优先级:{高/中/低}
主要信号:{reasons}
建议动作:{actions}
待补信息:{missing_fields}

© aifinlab, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file (scripts) in skills/bank-t156-retail-finance-client-service-senior-assistant of aifinlab/FinClaw.

  • SKILL.md
  • scripts/elder_service_scan.py

Open the folder on GitHubat commit 9e62862

Compare with similar skills

Bank T156 Retail Finance Client Service Senior Assistant next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Bank T156 Retail Finance Client Service Senior Assistant compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Bank T156 Retail Finance Client Service Senior Assistant this skillaifinlab/FinClaw255—~469Automated safety check: PassApache-2.0
Siftranknoperator/siftrank225—~2.9kAutomated safety check: PassMIT
Supporthaacked/dotfiles134—~2.9kAutomated safety check: PassNone
Customer Support Agentmastra-ai/mastra29k—~2.2kAutomated safety check: PassCustom licence
Ticket TriageBevel-Software/Hexis1001 repos~2.9kAutomated safety check: PassApache-2.0
Add Agent Adaptersafedep/gryph172—~679Automated safety check: PassApache-2.0

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Categories

Questions about Bank T156 Retail Finance Client Service Senior Assistant

What does Bank T156 Retail Finance Client Service Senior Assistant do?

A skill your agent uses when handling retail banking senior-customer service monitoring, vulnerability screening, and follow-up action planning; trigger for requests that need Chinese skill content…. Bank T156 Retail Finance Client Service Senior Assistant is an agent skill from aifinlab/FinClaw. Use when handling retail banking senior-customer service monitoring, vulnerability screening, and follow-up action planning; trigger for requests that need Chinese skill content with clear inputs/outputs, risk-aware wording, and optional scripts to summarize service signals.

When should I use Bank T156 Retail Finance Client Service Senior Assistant?

Bank T156 Retail Finance Client Service Senior Assistant fits situations like: handling retail banking senior-customer service monitoring; vulnerability screening; follow-up action planning; trigger for requests that need Chinese skill content with clear inputs/outputs.

How do I install Bank T156 Retail Finance Client Service Senior Assistant in Claude Code?

Run `npx skills add aifinlab/FinClaw --skill bank-t156-retail-finance-client-service-senior-assistant -a claude-code`. Or copy the skill folder (skills/bank-t156-retail-finance-client-service-senior-assistant in aifinlab/FinClaw) into .claude/skills/bank-t156-retail-finance-client-service-senior-assistant in your project. Claude Code loads it when a task matches its description.

How do I install Bank T156 Retail Finance Client Service Senior Assistant in Codex?

Run `npx skills add aifinlab/FinClaw --skill bank-t156-retail-finance-client-service-senior-assistant -a codex`. Or copy the skill folder (skills/bank-t156-retail-finance-client-service-senior-assistant in aifinlab/FinClaw) into .agents/skills/bank-t156-retail-finance-client-service-senior-assistant in your project. Codex loads it when a task matches its description.

Can I use Bank T156 Retail Finance Client Service Senior Assistant in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add aifinlab/FinClaw --skill bank-t156-retail-finance-client-service-senior-assistant -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/bank-t156-retail-finance-client-service-senior-assistant, .gemini/skills/bank-t156-retail-finance-client-service-senior-assistant, .github/skills/bank-t156-retail-finance-client-service-senior-assistant and .opencode/skills/bank-t156-retail-finance-client-service-senior-assistant in your project.

What does Bank T156 Retail Finance Client Service Senior Assistant need to run?

Going by SKILL.md and its folder, Bank T156 Retail Finance Client Service Senior Assistant needs Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python 3.

Does Bank T156 Retail Finance Client Service Senior Assistant access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Bank T156 Retail Finance Client Service Senior Assistant safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Bank T156 Retail Finance Client Service Senior Assistant use?

Bank T156 Retail Finance Client Service Senior Assistant is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Bank T156 Retail Finance Client Service Senior Assistant use?

About 469 tokens (SKILL.md is roughly 1.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Bank T156 Retail Finance Client Service Senior Assistant?

Skills that share tags, products or a category with Bank T156 Retail Finance Client Service Senior Assistant: Siftrank (noperator/siftrank, 225 stars), Support (haacked/dotfiles, 134 stars), Customer Support Agent (mastra-ai/mastra, 29k stars) and Ticket Triage (Bevel-Software/Hexis, 100 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Bank T156 Retail Finance Client Service Senior Assistant?

aifinlab (a GitHub user) maintains it in aifinlab/FinClaw, which has 255 GitHub stars. The repository holds 74 skills in this directory. The repository was last updated on May 13, 2026.

Source: aifinlab/FinClaw on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.