Advisory Agent, Member and Client

Responsibilities

• Help give members and clients a better experience, and ensure that they are satisfied
• Make sure members and clients feel welcome, listen to and address their needs
• Help members with their financial empowerment
• Promote the organization's cooperative values through the support provided
• Support and advise members and clients on available financial products and services
• Promote the various distribution channels available
• Open accounts for members and help with their financial transactions
• Remain attentive to members' needs to offer personalized solutions
• Identify business opportunities, refer members to colleagues for specialized needs
• Be an ambassador of digital solutions and advise members on their use
• Ensure financial transactions go smoothly, addressing any issues
• Provide information and support on technological tools, sharing advice about prevention and safety
• Stay up to date with standards, products, and services in the field
• Uphold compliance, security, and risk management standards

• High school diplomas in a related field
• A minimum of three years of relevant experience
• Knowledge of French is required
• Knowledge of all counter and convenience products and services
• Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors
• Knowledge of integrating data into systems
• Knowledge of security measures, legal framework and internal controls
• Understanding of the philosophy and fundamentals of financial services cooperatives
• Knowledge of operating procedures related to convenience products and services and transactions
• Knowledge of service standards
• Available to work one evening per week and every other Saturday
• Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy

• Financial Services Knowledge
• Counter Products Knowledge
• Convenience Products Knowledge
• Operating Procedures Knowledge
• Transaction Management
• Data Integration
• Security Measures Knowledge
• Legal Framework Understanding

• Effective Communication
• Action Oriented
• Situational Adaptability
• Nimble Learning

• High School Diploma