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 members and clients
Domain
Financial services / Cooperative banking
Deliverable
client delivery
Required skills
Banking transaction support, Digital tools advisory, Fraud handling, Compliance adherence, Business relationship management, Product knowledge
Preferred skills
Tech savvy, Nimble learning, Situational adaptability
Technologies
Digital banking applications, Telemedicine tools
Responsibilities
Support members and clients with banking transactions and digital tools, Assist with fraud or irregularities, Promote Desjardins products and distribution channels, Identify business opportunities, Ensure adherence to compliance and security rules
Seniority
Mid-level, hands-on IC
