Desjardins advisory agent supporting members with cooperative banking products, transactions, fraud cases, and digital tools. Promoting financial services and personalized solutions in an on - site branch role.
About the role
- Advisory Agent enhancing member and client experiences at Desjardins. Promoting cooperative values and supporting banking transactions with a focus on customer satisfaction.
Responsibilities
- Help give members and clients a better experience
- Listen to and address their needs
- Promote the organization's cooperative values
- Support members and clients about their banking transactions
- Provide advice on Desjardins products and services
- Identify business opportunities and refer members and clients to colleagues
- Ensure financial transactions go smoothly
- Provide information and support on technological tools
- Assist members and clients who have encountered fraud or irregularities
Requirements
- High school diploma in a related field
- A minimum of two years of relevant experience
- Knowledge of French is required
- Knowledge of all convenience services products and services
- Knowledge of Desjardins products and services for caisse members
- 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 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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