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 service adoption for Desjardins members and clients
Domain
Financial services / Cooperative banking
Deliverable
client delivery
Required skills
Banking transaction support, Digital tools advisory, Fraud handling, Compliance adherence, Service standards knowledge, Cooperative philosophy understanding
Preferred skills
Business development, Data entry, Travel availability, Evening shift availability
Technologies
Digital banking applications, Automated transaction systems
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