Advisory Agent, Member and Client Experience
Core
Advise members and customers on banking transactions, promote Desjardins products, and act as an ambassador for digital solutions to help members use technological tools safely.
Role type
Member and client experience advisory agent
Builds
Banking transactions and operations support for members and clients
Domain
Financial services / Retail banking
Deliverable
client delivery
Required skills
Banking transaction advice, digital tools promotion, fraud and irregularity handling, business relationship maintenance
Responsibilities
Support members and clients by explaining existing applications and technological tools for transactions, contribute to business development through service delivery, assist members and clients with fraud or irregularities and refer them to appropriate partners
Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.
