Desjardins banking advisor supporting member transactions, financial products, digital tools, and personalized solutions. Promoting cooperative financial services while identifying opportunities and resolving transaction issues.
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
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Addictions counsellor providing counselling, crisis intervention, and client navigation for ADAPT, an Ontario addiction and mental health agency. Coordinating warm transfers and wellness plans across Halton Region.
Mental Health Counsellor providing assessment, treatment, and chronic disease support within Ontario’s collaborative primary - care network. Delivering evidence - based care virtually and in person.
Part - time bilingual telehealth counselor providing brief, solution - focused counseling for ComPsych’s workplace mental health and absence - management programs. Conducting assessments, treatment planning, referrals, and client documentation remotely from British Columbia.
Data Engineer building Snowflake pipelines, ETL/ELT integrations, and BI data models for BRP. Supporting secure, scalable analytics in Agile environments.
Conseiller(ère) temporaire en acquisition de talents chez AIM Métaux & Alliages, fabricant mondial de matériaux pour l’électronique. Gestion du recrutement complet et amélioration de l’expérience candidat à Montréal.
Conseiller technique encadrant et formant les estimateurs automobiles de Promutuel Assurance. Contrôlant la qualité, les estimations et la gestion des débris automobiles au Québec.
Conseiller actuariel développant les structures tarifaires de Promutuel Assurance, assureur de dommages québécois, pour le marché atlantique. Analysant la performance des portefeuilles et modernisant les pratiques de tarification.
Chef.fe d’équipe managing client portfolios and digital marketing strategy at Digitad, a Quebec digital performance agency. Leading advisors, quality control, reporting, retention, and growth initiatives for major SME and enterprise clients.
Pilotage de l'équipe régionale de contrôle de projets pour une entreprise soutenant la livraison de projets dans l'Est du Canada. Harmonisation des processus, gouvernance, données et performance du portefeuille.