Advisor, Member and Client Experience

Posted 21 hours ago

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About the role

  • Part-time on-site Desjardins advisor serving caisse members and clients in Jonquière and Alma. Supporting self-service transactions, relationships, fraud referrals, and compliant financial services.

Responsibilities

  • Support members and clients by informing them about applications and technological tools that enable self-service transactions and operations
  • Contribute to business development and maintain business relationships through service delivery and activities
  • Assist members and clients who have encountered fraud or irregularities and refer them to appropriate partners
  • Stay current with the latest standards, products and services in the field
  • Uphold compliance, security and risk management standards

Requirements

  • Knowledge of all counter and convenience products and services
  • Knowledge of Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and competitors
  • Knowledge of integrating data into systems
  • Knowledge of security measures, legal framework and internal controls
  • Understanding of the philosophy and fundamentals of financial services cooperatives
  • Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
  • Knowledge of service standards
  • Action oriented
  • Communicates effectively
  • Customer Focus
  • Differences
  • Interpersonal Savvy
  • Nimble learning
  • Situational adaptability

Benefits

  • Part-time employment
  • Full-time on-site work arrangement

Job title

Job type

Part Time

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

OnsiteJonquiereCanada

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