Advisory Agent, Member and Client Experience
Core
Advise members and clients on banking transactions, promote Desjardins products, and act as an ambassador for digital solutions to help members use technological tools securely.
Role type
Member and Client Experience Advisor
Builds
Banking transactions and digital tool adoption for Desjardins members and clients
Domain
Financial services / Retail banking
Deliverable
client delivery
Required skills
Banking transaction advisory, digital solution promotion, fraud/irregularity handling, business relationship maintenance
Preferred skills
None stated
Technologies
None stated
Responsibilities
Support members and clients by explaining technological tools and applications for self-service transactions, contribute to business development through service delivery, assist members and clients encountering fraud or irregularities and refer them to appropriate partners
Seniority
Entry-level, training provided
