Advisory Agent, Member and Client Experience
$31,200–$31,200 year
On-siteLa Malbaie, Quebec, Canada
La Malbaie, Quebec, CanadaOn-sitePart Time$31,200–$31,200 yearEnterprise
Part TimeEnterprise
Job Summary
Support members and clients by explaining technological tools for independent transactions and addressing their banking needs. Promote Desjardins products and digital solutions while ensuring smooth financial operations and fraud assistance. Contribute to business development through service delivery and maintain relationships by referring clients to specialized colleagues. Adhere to compliance, security, and risk management rules while staying current on industry standards. Requires full-time on-site work with a high school diploma, two years of experience, and French language proficiency.
Required Qualifications
- High school diploma in a related field
- A minimum of two years of relevant experience
- Knowledge of French
- Knowledge of all convenience services products and services
- Knowledge of Desjardins products and services for caisse members
- Knowledge of products and services offered by Desjardins Business centres
- Knowledge of components and distribution networks and channels
- Knowledge of products and services offered by competitors
- Ability to enter data in the systems
- Knowledge of security measures
- Knowledge of legal frameworks
- Knowledge of internal controls
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of operating procedures related to convenience products and services
- Knowledge of automated and assisted transactions
- Knowledge of service standards
Desired Qualifications
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Nimble learning
- Situational adaptability
- Tech savvy
- Equity, Diversity, Inclusion and Accessibility
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