Advisory Agent – Member and Client Experience

Posted last week

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About the role

  • Advisory Agent providing personalized assistance to members and clients of Desjardins. Promoting products and ensuring smooth banking transactions while addressing their needs.

Responsibilities

  • Help give members and clients a better experience
  • Ensure members feel welcome and address their needs
  • Support and provide advice about banking transactions
  • Promote Desjardins products and services
  • Identify business opportunities and refer members to appropriate colleagues
  • Advise on the use of technological tools and share advice on prevention and safety
  • Ensure financial transactions go smoothly while addressing any issues

Requirements

  • High school diploma in a related field
  • Minimum of two years of relevant experience
  • Knowledge of 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 income in retirement
  • Group insurance including telemedicine
  • Reimbursement for health and wellness expenses and telework equipment

Job title

Job type

Part Time

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

OnsiteTrois PistolesCanada

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