Advisory Agent - Member and Client Experience
On-site · Montréal, Quebec, Canada
Job Summary
Advisory Agent focused on member and client experience within Desjardins, delivering guidance on banking products, digital tools, and safe, compliant transactions. Responsibilities include welcoming members, addressing needs, promoting products/services, identifying opportunities, referring to specialists, assisting with fraud-related issues, staying current with standards and risk management rules, and supporting business development through service delivery and relationship maintenance. Emphasizes technology literacy, customer-centric service, and adherence to equity, diversity, and inclusion principles.
Required Qualifications
- High school diploma or related experience
- Minimum of two years of relevant experience
- Knowledge of French is required
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Nimble learning
- Situational adaptability
- Tech savvy
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