Advisory Agent, Member and Client Experience

Posted 6 days ago

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About the role

  • Advisory Agent supporting members with banking transactions, fraud referrals, and digital tools. Promoting Desjardins products and services across Capitale-Nationale branches.

Responsibilities

  • Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own
  • Welcome members and customers warmly and courteously, quickly ascertain their needs, and direct them to individuals who can assist them or to alternative distribution channels
  • Contribute to business development and maintain business relationships through service delivery and activities
  • Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners
  • Work in collaboration with personal finance advisors and improve the service offered to members
  • Advise members and customers on banking transactions and promote Desjardins products and services
  • Act as an ambassador for digital solutions and help members use technological tools safely

Requirements

  • Knowledge of French is required
  • Regardless of your background or academic training, if you have always wanted to work in the financial field, please submit your application
  • Benefits apply based on eligibility criteria

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
  • Tailored training to launch a career that matches your skills, ambitions, and level of education

Job title

Job type

Full Time

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

OnsiteQuebec CityCanada

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