Join Desjardins as a Client Experience Advisory Agent to deliver superior service. Help clients access financial products while ensuring a welcoming experience.
This position emphasizes supporting clients with account openings, transactions, and personalized advisory services. You'll listen to their needs, promoting tailored financial solutions while enhancing digital engagement. Your proactive approach will contribute to business development and client retention through effective service delivery.
Key Responsibilities:
• Guide clients on available digital tools for transactions
• Foster business relationships through consistent service
• Address fraud issues and manage related transactions
• Remain informed about industry standards
• Maintain compliance and risk management protocols
Requirements:
• High school diploma in a relevant discipline
• At least three years of related experience
• French language proficiency is essential
• Knowledge of convenience products and services
• Understanding of service standards and operating procedures
Become a vital part of Desjardins and transform client experiences with your expertise.
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