Help members and clients use digital financial tools while delivering attentive advice, secure transactions, and personalized solutions for Desjardins. French is required.
This advisory agent supports financial transactions, account opening, and the use of applications and technological tools. You advise on products, services, and available channels, address issues, and share prevention and safety guidance. The work also includes referrals, business development, and assistance with fraud or irregularities.
Key Responsibilities:

Advise members and clients on digital solutions
Provide information about prevention and transaction safety
Open accounts and support financial transactions
Refer specialized needs to appropriate colleagues
Process transactions related to fraud or irregularity cases
Requirements:

High school diploma in a related field
At least three years of relevant experience
Knowledge of French is required
Knowledge of operating procedures and service standards
Tech savvy and adaptable in changing situations
Use your digital fluency, transaction support, and client service skills as a Desjardins advisory agent.

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Digital Financial Services Advisory Agent