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.

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