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
- Advisory Agent enhancing member and client experience at Caisse Desjardins. Support and advise clients on financial products while ensuring satisfaction through personalized service.
Responsibilities
- Help deliver a better experience for members and clients
- Ensure they feel welcome by listening to and addressing their needs
- Support and advise members and clients on available financial products and services
- Open accounts and assist with financial transactions
- Identify business opportunities and refer members and clients to colleagues
- Provide information and support for using digital tools and platforms
Requirements
- High school diploma in a related field
- Minimum of three years of relevant experience
- Proficiency in French is required
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable retirement income
- Group insurance, including telemedicine
- Reimbursement for health and wellness expenses and telework equipment
Job title
Job type
Experience level
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