Advisory Agent at Caisse

Position: Advisory Agent at Caisse Desjardins
Location: Blainville

Join Caisse Desjardins de l'Envolée as an Advisory Agent focused on enhancing member experiences. Be the first point of contact for clients, providing essential banking support and advice.

In this role, your primary focus will be on ensuring member satisfaction and identifying their needs. You'll promote Desjardins' services and guide clients in using digital solutions, helping them gain financial empowerment. Your contribution will aid in business development and maintaining valuable client relationships.

Key Responsibilities:

• Educate clients on available banking technologies

• Develop business relationships through effective service

• Resolve client issues related to fraud and referrals

• Stay informed on latest services and banking standards

• Adhere to compliance and risk management guidelines

Requirements:

• High school diploma in a relevant area

• At least two years of experience in client roles

• Proficiency in French necessary

• Alternative qualifications accepted

• Strong customer focus and adaptability skills

Utilize your skills to provide valuable financial insights and guidance at Caisse Desjardins de l'Envolée.
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