Advisory Agent, Member and Client Experience
On-site
Core
Advise members and customers on banking transactions, promote Desjardins products, and act as an ambassador for digital solutions to help users operate safely.
Role type
Member and client experience advisory agent
Builds
Banking transactions and digital tool adoption for members
Domain
Financial services / Retail banking
Deliverable
client delivery
Required skills
Banking transaction advice, digital tools promotion, fraud handling, business relationship maintenance
Responsibilities
Support members and clients with existing applications and technological tools, contribute to business development through service delivery, assist members and clients who have encountered fraud or irregularities