Advisory Agent - Member and Client Experience

Responsibilities

• Help members and clients give a better experience, ensuring satisfaction, making them feel welcome, listening, addressing needs, and helping with financial empowerment.
• Support and provide advice about banking transactions.
• Promote Desjardins products and services and distribution channels.
• Offer personalized solutions based on members’ needs.
• Identify business opportunities and refer members to specialized colleagues.
• Act as an ambassador of digital solutions and advise on their use.
• Ensure financial transactions go smoothly, addressing any arising issues.
• Provide information and support on technology tools and share advice about prevention and safety.
• Assist members who have encountered fraud or irregularities, ensuring referral to appropriate partners.
• Stay informed of latest standards, products and services in the field.
• Adhere to compliance, security and r...