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.
About the role
- 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.
Responsibilities
- Welcome members and clients, listen to and address their needs, and support their financial empowerment
- Support and advise members and clients on available financial products and services
- Promote available distribution channels and digital solutions
- Open accounts and assist with financial transactions
- Identify business opportunities and refer members and clients to colleagues with specialized expertise
- Ensure financial transactions run smoothly and address issues
- 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 affected by fraud or irregularities, and monitor and process transactions to settle their cases
- Stay current on standards, products and services
- Uphold compliance, security and risk management standards
Requirements
- High school diploma in a related field
- 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 for 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, 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Advisory agent serving members and clients at Desjardins, North America’s largest cooperative financial group. Supporting banking transactions, digital tools, personalized solutions, and fraud referrals.
Contact Centre Service Agent supporting guests and upselling travel products for TTC, a global travel experiences company. Providing personalized service, resolving issues, and managing guest interactions remotely.
Contact centre agent providing remote guest support and tailored upselling for TTC, a global travel - experience company. Resolving inquiries, managing CRM records, and building lasting guest relationships.
Advisory Agent supporting Desjardins members with banking transactions, financial products, and digital solutions. Identifying opportunities and referring clients to specialized services.
Mortgage Agent converting Alberta mortgage leads into closed transactions for Ratehub, Canada’s mortgage lead - generation company. Managing inbound leads, applications, and client experience remotely.
Member and client experience advisory agent supporting financial empowerment, ensuring satisfaction while providing financial and technological support at Desjardins.
Scientific Liaison Agent engaging with healthcare professionals for AbbVie’s medical affairs. Collaborating on scientific information dissemination in Quebec and Atlantic regions.
Providing technical support to production operators at Sogeclair Digital Engineering. Managing assembly strategies and phases for aerospace components in a hybrid workplace.
VBDC sales agent at Cars Commerce engaging customers interested in new or used vehicles. Achieving sales objectives while maintaining professional communications with leads and customers.