Advisory Agent – Member and Client Experience

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About the role

  • Advisory Agent improving member experience by advising on banking transactions and promoting products. Assisting clients with fraud issues and contributing to business development in the financial services industry.

Responsibilities

  • Support members and clients by advising on banking transactions
  • Promote Desjardins products and services
  • Assist members encountering fraud or irregularities
  • Contribute to business development and maintain client relationships

Requirements

  • Experience in the financial services industry preferred
  • Excellent interpersonal skills
  • Ability to advise clients on banking transactions
  • Familiarity with digital solutions and technology tools

Benefits

  • Competitive salary and annual bonus
  • Four weeks of flexible vacation starting in the first year
  • Defined benefit pension plan providing predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment

Job title

Job type

Full Time

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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