Join Desjardins as a full time Advisory Agent, enhancing member satisfaction through expert financial guidance and technological support.
Your role will focus on empowering clients to navigate their financial needs. In this position, you will promote cooperative values while addressing members’ needs and supporting their financial transactions. You will utilize your extensive knowledge of Desjardins products and competitor offerings to provide personalized advice. As an ambassador for digital solutions, you will also ensure clients receive the support they need for smooth transactions and issue resolution. Key Responsibilities:
Advise on existing applications and tech tools
Foster business relationships through quality service
Assist clients with fraud monitoring and case resolution
Keep updated on recent financial products and services
Ensure compliance with security and risk standards Requirements:
High school diploma required; equivalent experience considered
At least three years in a relevant role
Proficiency in French and knowledge of service standards
Understanding of security measures and internal controls
Familiarity with facilitating customer transactions Utilize your advisory expertise to enhance client financial journeys at Desjardins.
📌 Full Time Advisory Agent Desjardins Repentigny (Canada)
🏢 Desjardins
📍 Canada
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