Elevate member satisfaction as a full-time on-site Advisory Agent. Enhance client experiences, address their needs, and promote digital solutions for financial empowerment.
In this role, you'll focus on ensuring members and clients feel welcomed and supported. You will provide valuable advice related to banking transactions while promoting various products and services. By identifying business opportunities, you'll refer clients to appropriate specialists, ensuring personalized service tailored to their needs.
Key Responsibilities:
• Guide members in using technological tools for transactions
• Develop and maintain solid business relationships
• Assist clients encountering fraud by providing necessary referrals
• Stay informed of current standards, products, and services
• Follow compliance, security, and risk management protocols
Requirements:
• High school diploma in a related field
• Minimum two years of relevant experience
• Combination of qualifications and experience considered
• Proficient in French
• Strong communication and customer focus skills
Enhance member interactions by being action-oriented, adaptable, and tech-savvy, while delivering exceptional service.
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Apply on Kit Job: kitjob.ca/job/2g94da
📌 Member Experience Advisory Agent (Wendake)
🏢 Desjardins
📍 Wendake
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