Desjardins advisory agent supporting members and clients with financial products, transactions, fraud cases, and digital tools. Promoting cooperative services while delivering personalized, compliant service.
About the role
- Desjardins advisory agent supporting members with transactions, financial products, fraud cases, and digital tools. Promoting cooperative financial services and personalized solutions on-site.
Responsibilities
- Welcome members and clients, listen to and address their needs, and support their 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 their use
- Ensure financial transactions run smoothly and address issues that arise
- Provide information and support on technological tools, including prevention and safety advice
- Explain applications and technological tools that enable members and clients to complete transactions independently
- Contribute to business development and maintain business relationships through service delivery and activities
- Assist members and clients who have encountered fraud or irregularities; monitor and process transactions needed to settle their cases
- Stay current on standards, products and services
- Uphold compliance, security and risk management standards
Requirements
- High school diplomas in a related field
- A minimum of three years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Knowledge of all counter and convenience products and services
- Knowledge of Desjardins products and services aimed at caisse members and those offered by 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 and services and 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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