Join the Desjardins Ontario Credit Union as a full-time Financial Services Advisory Agent and empower clients through expert guidance in their financial matters. Enhance member satisfaction with personalized solutions.
In this integral role at Desjardins, you will support members in navigating financial products and services while ensuring an excellent client experience. You'll be responsible for handling client concerns, addressing specific needs, and promoting digital financial solutions. Being informed of industry standards and best practices will be essential to your success.
Key Responsibilities:
• Guide clients on using existing transaction applications
• Contribute to business development through service excellence
• Assist clients experiencing fraud or financial discrepancies
• Process transactions promptly to resolve issues
• Remain knowledgeable about service standards and products
Requirements:
• High school diploma in related area
• At least two years of applicable experience
• Robust written and spoken French and English skills
• Familiarity with Desjardins’ and competitor offerings
• Knowledge of legal frameworks and security measures
Drive member satisfaction and business growth with Desjardins as you empower clients financially.
#J-18808-Ljbffr