Advisory Agent Caisse Desjardins

Position: Advisory Agent for Caisse Desjardins
Location: Cowansville

Join Caisse Desjardins as an Advisory Agent, focusing on member support through technology and fraud resolution. This role also emphasizes compliance with high professional standards.

As an Advisory Agent, you will be responsible for aiding clients in understanding technological tools and managing fraud cases. You will play a vital role in business development while ensuring adherence to compliance and securing risk management rules. Your knowledge of Desjardins products and services will be crucial to success.

Key Responsibilities:

• Guide clients on technology tools and applications

• Foster and maintain business relationships

• Assist with fraud inquiries and irregularities

• Remain knowledgeable about industry standards

• Comply with security and risk management regulations

Requirements:

• High school diploma in related field

• At least two years of relevant experience

• Knowledge of French is necessary

• Familiarity with Desjardins caisse products

• Willingness to travel within regional territory

Contribute to the success of Caisse Desjardins with your expertise in client support and business development.
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