Advisory Agent, Member and Client Experience - Remote

Overview

The Advisory Agent plays a crucial role in enhancing member and client experiences by providing support, promoting products, and ensuring satisfaction with financial services.

In Short

• Provide exceptional customer service to members and clients.
• Promote Desjardins products and services.
• Assist with banking transactions and financial empowerment.
• Address client needs and offer personalized solutions.
• Identify business opportunities and make referrals.
• Advise on technological tools for transactions.
• Ensure compliance with security and risk management rules.
• Stay updated on products and services in the financial field.
• Assist clients with issues related to fraud or irregularities.
• Contribute to business development through service delivery.

Requirements

• High school diploma in a related field.
• Minimum of two years relevant experience.
• Knowledge of French is required.
• Familiarity with Desjardins products and services.
• Ability to enter data in systems.
• Understanding of financial services cooperatives.
• Knowledge of security measures and legal frameworks.
• Action-oriented and effective communicator.
• Customer-focused with a tech-savvy approach.
• Ability to adapt to different situations.

Benefits

• Equity, diversity, and inclusion in the workplace.
• Commitment to a positive workplace culture.
• Supportive recruitment process with accommodations.
• Opportunity to work for a top employer in Canada.
• Access to a full range of financial products and services.