Advisory Agent, Member and Client Experience
Core
Advise members and clients on banking transactions, promote Desjardins products and services, and assist with fraud or irregularities.
Role type
Member and client experience advisory agent
Builds
Banking transactions support and Desjardins product/service adoption
Domain
Financial services / Retail banking
Deliverable
client delivery
Required skills
Banking transaction advice, fraud handling, business relationship management, digital solution promotion
Responsibilities
Support and provide advice to members and clients about their banking transactions, Contribute to business development and maintain business relationships, Assist members and clients who have encountered fraud or irregularities
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