Advisory Agent, Member and Client Experience

Posted 5 days ago

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About the role

  • Desjardins banking advisory agent supporting member transactions, digital tools, and financial services in Mont-Louis. Promoting products, resolving issues, and identifying member needs.

Responsibilities

  • Support members and clients by explaining technological tools and applications that enable them to complete transactions and operations independently
  • 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 on the latest standards, products and services in the field
  • Adhere to compliance, security and risk management rules
  • Support and advise members and clients regarding banking transactions
  • Promote Desjardins products, services and available distribution channels
  • Identify business opportunities and refer members and clients to colleagues for specialized needs
  • Advise members and clients on digital solutions
  • Ensure financial transactions proceed smoothly and address issues that arise
  • Provide information and support on technological tools, including prevention and safety advice

Requirements

  • High school diplomas in a related field
  • A minimum of two years of relevant experience
  • Other combinations of qualifications and relevant experience may be considered
  • Knowledge of French is required
  • Available to travel to the other Caisse service location
  • 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

Full Time

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

OnsiteMont LouisCanada

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