Advisory Agent supporting Desjardins credit union members with banking transactions, digital tools, and personalized financial solutions. Promoting products and ensuring compliant, secure service.
About the role
- Member and client experience advisory agent supporting financial empowerment, ensuring satisfaction while providing financial and technological support at Desjardins.
Responsibilities
- Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own.
- Contribute to business development and maintain business relationships through service delivery and activities.
- Assist members and clients who have encountered fraud or irregularities.
- Monitor and process transactions required to settle their cases.
- Stay on top of the latest standards, products and services in your field.
- Uphold compliance, security and risk management standards.
Requirements
- High school diplomas in a related field
- A minimum of three years of relevant experience
- Knowledge of French is required
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Nimble learning
- Situational adaptability
- Tech savvy
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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