Advisory Agent, Member and Client Experience

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About the role

  • Advisory Agent supporting Desjardins members with banking transactions, fraud assistance, and digital tools. Promoting cooperative financial products and personalized solutions.

Responsibilities

  • Support members and clients by explaining technological tools and applications 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 on the latest standards, products and services in the field
  • 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
  • Ensure financial transactions proceed smoothly and address issues
  • 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
  • Adhere to compliance, security and risk management rules
  • 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

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