Part - time advisory agent supporting members and clients with banking transactions, digital tools, fraud assistance, and personalized solutions at Desjardins.
About the role
- Desjardins banking advisor supporting members and clients with transactions, fraud issues, and digital tools. Promoting products, services, and personalized financial solutions across Charlevoix.
Responsibilities
- Support members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own
- Contribute to business development and maintain business relationships through service delivery and activities
- Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners
- Stay on top of the latest standards, products and services in your field
- Adhere to compliance, security and risk management rules
- Support and provide advice to members and clients about their banking transactions
- Promote all Desjardins products and services and the various distribution channels available
- Offer personalized solutions based on members' and clients' needs
- Identify business opportunities and refer members and clients to colleagues with specialized expertise
- Advise members and clients on digital solutions and their use
- Ensure financial transactions go 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 two years of relevant experience
- Please note that 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
Experience level
Salary
Not specified
Degree requirement
Location requirements
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Desjardins banking advisor supporting members and clients with transactions, digital tools, fraud issues, and personalized financial products and services.
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