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
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