Estrie Region Financial Services Expert
Job in
Lac-Mégantic, Province de Québec, Canada
Listed on 2026-06-04
Listing for:
Desjardins
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Financial Advisor, Financial Services
Job Description & How to Apply Below
As a financial services professional, you will guide clients in using applications and tools for their transactions, ensuring they feel supported. You will courteously welcome members, assess their needs, and direct them accordingly. Your contributions are crucial in maintaining business relationships and assisting clients in need of fraud resolution, working alongside personal finance advisors.
Key Responsibilities:
• Guide clients on using technological tools for transactions
• Welcome and assess client needs effectively
• Contribute to business development initiatives
• Assist clients with fraud cases and make relevant referrals
• Work with finance advisors to enhance client services
Requirements:
• Passion for the financial services industry
• Relevant experience or training in customer service
• Strong communication skills
• Ability to quickly adapt to client needs
• Willingness to learn through DCI training
Drive customer satisfaction and financial well-being through your expertise in the Estrie region’s financial services.
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