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 advisory, digital tools support, fraud handling, compliance adherence, business development, product knowledge
Preferred skills
Knowledge of competitor products, service standards, automated transaction procedures
Technologies
Digital banking applications, automated transaction tools
Responsibilities
Support members with banking transactions and digital tools; assist with fraud or irregularities; promote Desjardins products and services; identify business opportunities; adhere to compliance and security rules
Seniority
Entry-level (1+ years experience)