Advisory Agent, Member and Client Experience
On-site · Canada
Core
Advise members and clients on banking transactions, promote Desjardins products, and assist with fraud/irregularities.
Role type
Member and client service agent
Builds
Banking transactions and product adoption for Desjardins members
Domain
Financial services / Banking
Deliverable
client delivery
Required skills
Banking advice, fraud handling, product promotion, relationship management
Responsibilities
Support members on banking transactions, promote Desjardins products, assist with fraud or irregularities, contribute to business development