Support smooth banking transactions on site at Desjardins while addressing client needs through personalized advice and effective communication.
This advisory position serves members and clients through transaction support, service delivery, and business relationship development. You identify opportunities, recommend Desjardins products and services, and refer people to colleagues for specialized needs. You follow compliance, security, and risk management rules while staying current.
Key Responsibilities: Provide advice about member and client banking transactions
Ensure financial transactions proceed smoothly and address issues
Identify business opportunities and maintain relationships
Refer members and clients to specialized colleagues
Follow compliance, security, and risk management requirements
Requirements: Related high school diploma
At least two years of relevant experience
Knowledge of security measures and legal frameworks
Knowledge of internal controls and operating procedures
Action-oriented approach and situational adaptability
Use banking transaction knowledge, service standards, and business development skills to support Desjardins members and clients on site.

#J-18808-Ljbffr

📌 Banking Transactions Client Advisor (Quebec City)
🏢 Caisse Desjardins du Témiscamingue
📍 Quebec City