Agent-conseil ou agente-conseil, Expérience membre et client
Core
Support members and clients by advising on technological tools for transactions, assisting with fraud/irregularities, and contributing to business development.
Role type
Member and client advisory agent
Builds
Transactional services and business relationships for cooperative members
Domain
Financial services / Cooperative banking
Deliverable
client delivery
Required skills
Knowledge of convenience services products, Knowledge of Desjardins products and services, Knowledge of security measures and legal frameworks, Data entry, Understanding of financial services cooperative philosophy, Knowledge of operating procedures for automated and assisted transactions, Knowledge of service standards
Preferred skills
Tech savvy, Nimble learning, Situational adaptability
Responsibilities
Support members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own, Contribute to business development and maintain business relationships through service delivery and activities, Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners, Stay on top of the latest standards, products and services in your field, Adhere to compliance, security and risk management rules