Advisory Agent Member and Client Experience
Core
Provide on-site advisory support to members and clients, ensuring satisfaction with banking transactions, promoting digital solutions, and addressing fraud or irregularities.
Role type
Client experience advisory agent
Builds
Banking transactions and digital tool adoption for members and clients
Domain
Financial services / Cooperative banking
Deliverable
client delivery
Required skills
Banking transaction support, fraud handling, digital solution advisory, compliance adherence, business relationship maintenance
Preferred skills
Knowledge of service standards, tech savviness
Technologies
Digital banking applications, technological tools for transactions
Responsibilities
Support members and clients with banking transactions and digital tools; assist with fraud or irregularities; promote Desjardins products and services; ensure compliance and security standards; contribute to business development through service delivery.
Seniority
Mid-level, hands-on IC