Home - based VIP Travel Counselor arranging complex corporate air, rail, road, and hotel bookings. Providing high - touch service and proactive travel advice for Amex GBT clients.
About the role
- Desjardins member-experience advisor supporting banking transactions and digital tools. Promoting cooperative financial products while identifying client needs and referral opportunities.
Responsibilities
- Support members and clients with technological tools and applications for self-service transactions and operations
- Provide advice and support on banking transactions
- Promote Desjardins products, services, and distribution channels
- Offer personalized solutions based on members’ and clients’ needs
- Identify business opportunities and refer members and clients to specialized colleagues
- 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
- Advise members and clients on digital solutions and technological tools
- Ensure financial transactions proceed smoothly and resolve issues
- Provide information and support on technology use, prevention, and safety
- Stay current on standards, products, and services
- Follow 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, business centres, distribution networks and channels, and competitors’ products and services
- 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
Job title
Job type
Experience level
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Not specified
Degree requirement
Location requirements
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