Client Advisory Agent in Montreal

Improve customer banking experiences as a Client Advisory Agent with Desjardins in Montreal. Provide expert advice on transactions and promote innovative banking solutions for members.

This full-time role as a Client Advisory Agent centers around helping members and clients navigate their banking needs. You will introduce them to digital tools, offer guidance on transactions, and enhance overall client relationships through superior service. Additionally, you'll assist clients confronting fraud incidents ensuring they receive the right support.

Key Responsibilities:
• Guide clients in using digital banking applications
• Enhance client relationships through effective service
• Assist members facing fraud or operational issues
• Promote Desjardins’ range of products and services
• Encourage self-service via banking technology

Requirements:
• Background in client services or advisory positions
• Knowledge of...