Guide members through banking transactions onsite at Desjardins using attentive service, personalized advice, and digital solutions. Address needs while supporting satisfaction.
This advisory agent role focuses on welcoming members and clients, listening carefully, and helping with financial empowerment. You promote Desjardins products, services, and distribution channels while ensuring transactions proceed smoothly. When specialized needs arise, you identify opportunities and refer clients to colleagues.
Key Responsibilities:

Support members using helpful technological tools and applications
Provide advice about banking transactions and operations
Promote Desjardins products, services, and distribution channels
Address transaction issues and provide prevention information
Refer specialized needs to appropriate colleagues and partners
Requirements:

Related high school diploma
At least two years of relevant experience
French knowledge is required
Strong customer focus and effective communication
Action-oriented, tech savvy, and adaptable learner
Use banking advice, customer focus, and digital solutions to strengthen member and client experiences at Desjardins onsite.

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Banking Transactions Client Advisor Desjardins