Client Experience Advisory Agent Full-Time
D
Desjardins
📍 rawdon, lanaudière, Canada
Job Description
Enhance member and client interactions at Desjardins as a full-time Advisory Agent. Guide banking transactions, promote services, and support digital tool usage for optimal member experience.
The position, based on-site in the Lanaudire region, focuses on improving customer experiences through effective advising. As an Advisory Agent, you will help clients navigate their banking transactions while introducing them to Desjardins' product offerings and digital solutions. This role is pivotal in ensuring that our members feel confident and secure using technological tools.
Key Responsibilities:
• Inform clients about applications for independent transactions
• Support business growth through excellent service delivery
• Assist clients experiencing fraud by providing necessary referrals
Requirements:
• Interest in financial services regardless of prior experience
• Strong communication skills in advising and support
...
The position, based on-site in the Lanaudire region, focuses on improving customer experiences through effective advising. As an Advisory Agent, you will help clients navigate their banking transactions while introducing them to Desjardins' product offerings and digital solutions. This role is pivotal in ensuring that our members feel confident and secure using technological tools.
Key Responsibilities:
• Inform clients about applications for independent transactions
• Support business growth through excellent service delivery
• Assist clients experiencing fraud by providing necessary referrals
Requirements:
• Interest in financial services regardless of prior experience
• Strong communication skills in advising and support
...