Advisory Agent supporting Desjardins credit union members with banking transactions, digital tools, and personalized financial solutions. Promoting products and ensuring compliant, secure service.
About the role
- Desjardins on-site advisory agent supporting members with banking transactions, financial products, fraud assistance, and digital solutions. Building relationships and identifying personalized service opportunities.
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 standards, products and services in the field
- Adhere to compliance, security and risk management rules
- Welcome members and clients, listen to and address their needs, and support their financial empowerment
- Provide advice on banking transactions and promote Desjardins products, services and distribution channels
- Offer personalized solutions and identify business opportunities
- Refer members and clients to colleagues with specialized expertise
- 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 one year of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Strong communication skills in both French and English, both oral and written
- Knowledge of all convenience services products and services
- Knowledge of Desjardins products and services for caisse members, Desjardins Business centres, components and 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
- 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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