Desjardins advisory agent supporting members with transactions, financial products, fraud cases, and digital tools. Promoting cooperative financial services and personalized solutions on - site.
About the role
- Desjardins advisory agent supporting members and clients with financial products, transactions, fraud cases, and digital tools. Promoting cooperative services while delivering personalized, compliant service.
Responsibilities
- Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own
- 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 required to settle fraud or irregularity cases
- Stay on top of the latest standards, products and services in the field
- Uphold compliance, security and risk management standards
- 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 and promote distribution channels
- Open accounts and help with financial transactions while offering personalized solutions
- Identify business opportunities and refer members and clients to colleagues with specialized expertise
- Advise members and clients on digital solutions and technological tools
- Ensure financial transactions go smoothly and address issues that arise
- Provide information and support on technology use, including prevention and safety advice
Requirements
- High school diplomas in a related field
- A minimum of three years of relevant experience
- Please note that 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 all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of 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
Job title
Job type
Experience level
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