Desjardins
Full-Time Advisory Agent Position
Job Description
Become an Advisory Agent at Caisse Desjardins Vallée de la Matapédia and contribute to member satisfaction through expert banking support. This full-time on-site position focuses on personalized service and digital tool utilization.
As an Advisory Agent, you will assist members by providing guidance on banking transactions and promoting Desjardins' products and services. You'll engage directly with clients, help identify their needs, and refer them for specialized assistance when necessary. Your role is vital in ensuring that all transactions proceed smoothly while adhering to compliance and safety standards.
Key Responsibilities:
• Educate clients on technology tools for self-service
• Cultivate business relationships and enhance service quality
• Support clients dealing with fraud and advise on referrals
• Remain knowledgeable about banking standards and offerings
• Follow established risk management and compliance protocols
...
As an Advisory Agent, you will assist members by providing guidance on banking transactions and promoting Desjardins' products and services. You'll engage directly with clients, help identify their needs, and refer them for specialized assistance when necessary. Your role is vital in ensuring that all transactions proceed smoothly while adhering to compliance and safety standards.
Key Responsibilities:
• Educate clients on technology tools for self-service
• Cultivate business relationships and enhance service quality
• Support clients dealing with fraud and advise on referrals
• Remain knowledgeable about banking standards and offerings
• Follow established risk management and compliance protocols
...