Desjardins Client Experience Advisory Agent (Winnipeg)

Desjardins Client Experience Advisory Agent (Winnipeg)

05 Nov
|
Desjardins
|
Winnipeg

05 Nov

Desjardins

Winnipeg

Serve members and clients full time on site through attentive financial guidance, personalized solutions, and support for digital transactions.As an advisory agent at Desjardins, you help create welcoming experiences while addressing needs and promoting cooperative values. You advise on financial products, services, distribution channels, and technological tools. You open accounts, process transactions, identify business opportunities, and refer specialized needs to colleagues.Key Responsibilities:Welcome members and clients while listening to their needsAdvise on financial products, services, and distribution channelsOpen accounts and process members’ financial transactionsPromote applications and tools for self-service transactionsAssist with fraud cases and monitor required transactionsRequirements:Related high school diplomaMinimum three years of relevant experienceKnowledge of FrenchKnowledge of products, services, and transaction proceduresKnowledge of security measures, legal framework, and controlsBring customer focus, technological confidence, and financial services knowledge to Desjardins’ member and client experience team.#J-18808-Ljbffr

📌 Desjardins Client Experience Advisory Agent (Winnipeg)
🏢 Desjardins
📍 Winnipeg

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