Desjardins banking advisor supporting members and clients with transactions, financial products, and digital tools. Identifying needs, resolving issues, and referring specialized services.
About the role
- 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.
Responsibilities
- Welcome members and clients, listen to and address their needs, and support their financial empowerment
- Support and advise members and clients about banking transactions
- Promote Desjardins products and services and available distribution channels
- Offer personalized solutions based on members’ and clients’ needs
- Identify business opportunities and refer members and clients to colleagues for specialized needs
- Advise members and clients on digital solutions and their use
- Ensure financial transactions go smoothly and address issues that arise
- Provide information and support on technological tools, including prevention and safety advice
- Explain technological tools and applications 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 refer them to appropriate partners
- Stay current with standards, products and services
- Adhere to compliance, security and risk management rules
Requirements
- High school diploma in a related field
- Minimum of two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Knowledge of convenience services products and services
- Knowledge of Desjardins products and services for caisse members
- Knowledge of products and services offered by Desjardins Business centres, components, distribution networks and channels, and competitors
- Ability to enter data in 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
- Recruitment process and job accommodations available at any stage
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 Desjardins Ontario Credit Union members with financial products, accounts, transactions and digital tools. Supporting business development, fraud resolution and compliant client service.
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.
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.
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.