Advisory Agent, Member and Client Experience
Core
Provide advisory support to members and clients on banking transactions, digital tools, and financial empowerment while promoting cooperative values.
Role type
Member and client experience advisory agent
Builds
Banking transactions and digital adoption for Desjardins members and clients
Domain
Financial services / Credit Union
Deliverable
client delivery
Required skills
Financial services product knowledge, digital tools advisory, fraud handling, compliance adherence, data entry, cooperative philosophy understanding
Preferred skills
Business development, competitor product knowledge, service standards knowledge
Technologies
Digital banking applications, automated transaction systems
Responsibilities
Support members with technological tools for self-service transactions, assist with fraud or irregularities, adhere to security and risk management rules, promote Desjardins products and distribution channels
Seniority
Entry-level, 1+ years experience
