Serve members and clients full-time on site through attentive financial guidance, personalized solutions, and support for digital transactions.
As an advisory agent at Desjardins, you help create welcoming experiences while addressing needs and promoting cooperative values. You advise on financial products, services, distribution channels, and technological tools. You open accounts, process transactions, identify business opportunities, and refer specialized needs to colleagues.
Key Responsibilities:
- Welcome members and clients while listening to their needs
- Advise on financial products, services, and distribution channels
- Open accounts and process members' financial transactions
- Promote applications and tools for self-service transactions
- Assist with fraud cases and monitor required transactions
Requirements:
- Related high school diploma
- Minimum three years of relevant experience
- Knowledge of French
- Knowledge of products, services, and transaction procedures
- Knowledge of security measures, legal framework, and controls
Bring customer focus, technological confidence, and financial services knowledge to Desjardins' member and client experience team.
Member Client Experience Advisory Agent in Chambly employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
