Desjardins member - experience advisor supporting banking transactions and digital tools. Promoting cooperative financial products while identifying client needs and referral opportunities.
About the role
- Desjardins banking advisor supporting member transactions, financial products, digital tools, and personalized solutions. Promoting cooperative financial services while identifying opportunities and resolving transaction issues.
Responsibilities
- Support members and clients by explaining technological tools and applications that enable self-service transactions and operations
- Contribute to business development and maintain business relationships through service delivery and activities
- Assist members and clients who have encountered fraud or irregularities and refer them to appropriate partners
- Stay current with standards, products and services in the field
- Adhere to compliance, security and risk management rules
- Support and advise members and clients regarding banking transactions
- Promote Desjardins products, services and distribution channels
- Offer personalized solutions based on member and client needs
- Identify business opportunities and refer members and clients to colleagues with specialized expertise
- Advise members and clients on digital solutions
- Ensure financial transactions proceed smoothly and address arising issues
- Provide information and support on technological tools, including prevention and safety advice
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
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