Advisory Agent, Member and Client Experience - Remote

Overview

The Advisory Agent plays a crucial role in enhancing member and client experiences by providing personalized support and advice on banking transactions while promoting Desjardins products and services.

In Short

• Full-time on-site position.
• Support and advise members and clients on banking transactions.
• Promote Desjardins products and services.
• Identify business opportunities and refer clients to specialists.
• Provide information on technological tools for financial transactions.
• Ensure smooth financial transactions and address issues.
• Contribute to business development through service delivery.
• Requires a high school diploma and two years of relevant experience.
• Knowledge of French is mandatory.
• Emphasis on equity, diversity, and inclusion in the workplace.

Requirements

• High school diploma in a related field.
• Minimum of two years of relevant experience.
• Knowledge of Desjardins products and services.
• Understanding of financial services cooperatives.
• Effective communication skills.
• Situational adaptability.
• Tech-savvy.
• Knowledge of security measures and legal frameworks.
• Ability to provide personalized solutions to clients.
• Understanding of convenience services products.

Benefits

• Competitive salary and annual bonus.
• 4 weeks of flexible vacation starting in the first year.
• Defined benefit pension plan.
• Group insurance including telemedicine.
• Reimbursement of health and wellness expenses.
• Telework equipment reimbursement.