Advisory Agent

Advisory Agent focuses on supporting members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own.

What the role involves

• Supporting members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own.
• Maintain business relationships through service delivery and activities.
• Assisting members and clients who have encountered fraud or irregularities.
• Ensure that they are referred to the appropriate partners.

Skills and requirements

• As a member/client experience advisor, you improve the experience of members and clients by advising them on their banking transactions 💳 and promoting Desjardins products and serv.
• More specifically, you will be required to:⤵️.

Confirmed role details

• The work mode arrangement for the position is full-time Onsite.
• What you bring to the table.
• You must have advanced knowledge of English and French to hold a position at Desjardins Ontario Credit Union.
• Action oriented, Customer Focus, Differences, Nimble learning.

Additional role context

• There are several opportunities available in Ontario right now.
• You’re also a digital solutions ambassador📱, helping members and clients use technology securely🔒.
• Contribute to business development.