Advisory Agent, Member and Client Experience

Posted 2 weeks ago

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About the role

  • Part-time on-site Desjardins advisor supporting members with banking transactions, products, fraud assistance, and digital solutions. Building relationships and identifying personalized financial service opportunities.

Responsibilities

  • Welcome members and clients, listen to and address their needs, and support their financial empowerment
  • Promote the organization’s cooperative values through member and client support
  • Support and advise members and clients about banking transactions
  • Promote Desjardins products, services and available distribution channels
  • Offer personalized solutions based on members’ and clients’ needs
  • Identify business opportunities and refer members and clients to colleagues for specialized needs
  • Advise members and clients on digital solutions and their use
  • Ensure financial transactions proceed smoothly and address issues
  • Provide information and support on technological tools, including prevention and safety advice
  • Explain technological tools and applications that enable members and clients to complete transactions independently
  • Contribute to business development and maintain business relationships through service delivery and activities
  • Assist members and clients affected by fraud or irregularities and refer them to appropriate partners
  • Stay current on standards, products and services
  • Follow compliance, security and risk management rules

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
  • Knowledge of all convenience services products and services
  • Knowledge of Desjardins products and services for caisse members, Desjardins Business centres, distribution networks and channels, and competitors’ products and services
  • Ability to enter data in the systems
  • Knowledge of security measures, legal frameworks 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

Benefits

  • Equity, Diversity, Inclusion and Accessibility commitment
  • Recruitment process and job accommodations available
  • Positive and inclusive workplace

Job title

Job type

Part Time

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

OnsiteRimouskiCanada

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