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
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