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 tool advisory, fraud handling, compliance adherence, cooperative philosophy knowledge, service standards knowledge
Preferred skills
Business development, data entry, competitor product knowledge
Technologies
Digital banking applications, automated transaction systems
Responsibilities
Support members and clients with banking transactions and digital tools, assist with fraud or irregularities, contribute to business development through service delivery, stay updated on industry standards and products, adhere to compliance and security rules
Seniority
Mid-level, hands-on IC
