Advisory Agent - Member And Client Experience (Notre-Dame-du-Rosaire)

Advisory Agent - Member And Client Experience (Notre-Dame-du-Rosaire)

06 Aug
|
Caisse Desjardins de Bellechasse
|
Notre-Dame-du-Rosaire

06 Aug

Caisse Desjardins de Bellechasse

Notre-Dame-du-Rosaire

Join Caisse Desjardins de Bellechasse as an Advisory Agent. Engage with members, provide financial support, and enhance their experience in a full time on-site setting.As part of your role, you'll ensure that clients feel welcome and understood. You will utilize your three years of experience to help them navigate financial products effectively, assist with transactions, and promote the latest technologies. Your role as an advisor will enable you to foster strong business relationships while upholding compliance and security standards.Key Responsibilities:- Advise clients on financial products and services- Support members encountering fraud or irregularities- Promote the use of technological tools for transactions- Maintain knowledge of current financial offerings- Ensure adherence to risk management standardsRequirements:- High school diploma in relevant area- A minimum of three years of experience in advisory roles- Fluent in French with evening availability required- Valid driver’s license and access to transportation- Strong communication and customer service skillsBecome a valued member of the Caisse Desjardins team while helping clients achieve their financial goals.#J-18808-Ljbffr

📌 Advisory Agent - Member And Client Experience (Notre-Dame-du-Rosaire)
🏢 Caisse Desjardins de Bellechasse
📍 Notre-Dame-du-Rosaire

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