Advisory Agent supporting Desjardins members with financial products, transactions, fraud cases, and digital tools. Delivering personalized service and promoting cooperative financial solutions in Québec.
About the role
- Advisory agent serving Desjardins Ontario Credit Union members with financial products, accounts, transactions and digital tools. Supporting business development, fraud resolution and compliant client service.
Responsibilities
- Welcome members and clients, listen to and address their needs, and help with financial empowerment
- Support and advise members and clients on financial products and services and promote available distribution channels
- Open accounts and assist with financial transactions while offering personalized solutions
- Identify business opportunities and refer members and clients to colleagues for specialized needs
- Advise members and clients on digital solutions and technological tools
- Ensure financial transactions proceed smoothly and address related issues
- Provide information and support on technological tools, including prevention and safety advice
- Support members and clients in using applications and technological tools for self-service transactions
- Contribute to business development and maintain business relationships through service delivery and activities
- Assist members and clients affected by fraud or irregularities, and monitor and process transactions to settle cases
- Stay current on standards, products and services
- Uphold compliance, security and risk management standards
Requirements
- High school diploma in a related field
- A minimum of two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Strong communication skills in both French and English, oral and written
- Knowledge of counter and convenience products and services
- Knowledge of Desjardins products and services for caisse members and offerings from business centres, components, distribution networks/channels and competitors
- Knowledge of integrating data into systems
- Knowledge of security measures, legal framework and internal controls
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of operating procedures related to convenience products, services and transactions
- Knowledge of service standards
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
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