Advisory Agent improving member and client experience with Caisse Desjardins in Ontario. Supporting banking transactions and promoting products while ensuring satisfaction.
Responsibilities
Help give members and clients a better experience, ensure satisfaction
Support and provide advice about banking transactions
Promote Desjardins products and services
Identify business opportunities
Refer members to colleagues for specialized needs
Advise on use of digital solutions
Ensure smooth financial transactions
Requirements
High school diplomas in a related field
A minimum of two years of relevant experience
Strong communication skills in both French and English, both oral and written
Action oriented
Effective communication
Customer Focus
Differences
Nimble learning
Situational adaptability
Tech savvy
Benefits
At Desjardins, we believe in equity, diversity and inclusion.
We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all.
We can provide accommodations at any stage in the recruitment process.
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