Advisory Agent, Member and Client Experience
Core
Improve the experience of members and customers by advising on banking transactions, promoting Desjardins products, and acting as an ambassador for digital solutions.
Role type
Member and client experience advisory agent
Builds
Banking transactions and digital tool adoption for members
Domain
Financial services / Banking
Deliverable
client delivery
Required skills
Banking transaction advice, digital solutions promotion, fraud/irregularity handling, customer service, business relationship maintenance, collaboration with finance advisors
Preferred skills
None stated
Technologies
None stated
Responsibilities
Support members with existing applications and technological tools, welcome members and ascertain needs to direct them appropriately, contribute to business development, assist members with fraud or irregularities, collaborate with personal finance advisors
Seniority
Entry-level (training provided regardless of background)