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Advisory Agent, Member and Client Experience
DesjardinsAdvisory Agent enhancing financial services experience for members and clients. Providing support on digital solutions, transactions, and promoting cooperative values in Canada.
About the role
Key responsibilities & impact- Support members and clients by telling them about technological tools and applications
- Contribute to business development and maintain business relationships
- Assist members and clients who have encountered fraud or irregularities
- Stay on top of the latest standards, products and services in your field
- Adhere to compliance, security and risk management rules
Requirements
What you’ll need- High school diplomas in a related field
- A minimum of two years of relevant experience
- Knowledge of French is required
- Knowledge of Desjardins products and services for caisse members
- Knowledge of operating procedures related to convenience products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Available to travel within the territory of the Caisse Desjardins de la Porte-des-Cantons-de-l'Est
- Availability to work five days per week, including one evening (Thursday evening)
Benefits
Comp & perks- Health insurance
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Knowledge of Financial Services CooperativesUnderstanding of Operating ProceduresCompliance AdherenceRisk ManagementFraud Detection
Soft Skills
Relationship ManagementCommunication SkillsProblem-Solving
Certifications
High School Diploma