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 and clients with banking transactions, financial products, fraud assistance, and digital tools. On-site service role in Saint-Anselme, Lévis.
Responsibilities
- Support members and clients by telling them about technological tools and applications 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, and ensure that they are referred to the appropriate partners
- Stay on top of the latest standards, products and services in your field
- Adhere to compliance, security and risk management rules
- Help give members and clients a better experience and ensure that they are satisfied
- Listen to and address members' and clients' needs and help them with their financial empowerment
- Promote the organization's cooperative values through support provided
- Support and provide advice about banking transactions
- Promote Desjardins products and services and available distribution channels
- Offer personalized solutions and identify business opportunities
- Refer members and clients to colleagues for specialized needs
- Advise members and clients on the use of digital solutions
- Ensure financial transactions go smoothly and address issues that may arise
- Provide information and support on technological tools, including prevention and safety advice
Requirements
- College diploma in a related field
- A minimum of two years of relevant experience
- Knowledge of French is required
- Knowledge of all convenience services products and services
- Knowledge of Desjardins products and services for caisse members, products and services offered by Desjardins Business centres, components and distribution networks and channels, and products and services offered by competitors
- Ability to enter data in the systems
- Knowledge of security measures, legal frameworks and internal controls
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of operating procedures related to convenience products and services and automated and assisted 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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