Canada

Client Experience Advisory Agent (Ormstown)

Client Experience Advisory Agent (Ormstown)
Description
Enhance member satisfaction as a full-time Client Experience Advisory Agent at Desjardins. You will provide personalized financial service, support clients' needs, and promote digital solutions. In this in office role, you will assist clients in navigating financial products and ensuring smooth transactions. Your expertise in technology will empower clients, while your ability to identify business opportunities generates lasting relationships. By addressing client concerns and promoting cooperative values, you will play a pivotal role in fostering a positive community experience. Key Responsibilities: - Advise clients on financial products and digital tools - Open accounts and assist with financial transactions - Monitor transactions for fraud or irregularities - Promote business development through excellent service - Uphold compliance and security standards Requirements: - Minimum three years of relevant experience - High school diploma in a related field - Knowledge of Desjardins products and services - Proficiency in French required - Understanding of financial cooperative principles Become a valued presence in the financial community by delivering exceptional client experiences at Desjardins. Apply on Kit Job: kitjob.ca/job/2o3t2o
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Client Experience Advisory Agent (Ormstown) has been posted in the Salaberry-de-Valleyfield Legal & Consulting category on Locanto.

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