Desjardins banking advisor supporting members and clients with transactions, fraud issues, and digital tools. Promoting products, services, and personalized financial solutions across Charlevoix.
About the role
- Desjardins banking advisor supporting members and clients with transactions, digital tools, fraud issues, and personalized financial products and services.
Responsibilities
- Welcome members and clients, listen to and address their needs, and help with 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
- Promote digital solutions and advise members and clients on their use
- Ensure financial transactions proceed 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 on standards, products and services
- Follow compliance, security and risk management rules
Requirements
- High school diplomas in a related field
- A minimum of two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- 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
- Accommodations at any stage in the recruitment process based on eligibility
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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