Agent for Financial Services at Desjardins

Seek a rewarding career at Desjardins as a Financial Services Agent in Mauricie. Foster financial well-being through excellent service and tailored guidance for our members.
As a key point of contact, you will engage with clients to understand their financial needs and promote applicable solutions. You’ll provide insights into digital tools that streamline transactions and improve service experiences. Collaborating with financial advisors, your commitment will be to enhance the overall service approach.
Key Responsibilities:
• Deliver personalized financial solutions based on client needs
• Educate members on available self-service tools
• Welcome clients and ascertain their specific needs
• Partner with finance advisors for improved service delivery
• Direct clients to necessary resources and assistance
Requirements:
• Interested in a career in the financial services sector
• Strong interpersonal and service skills
• Ability to handle client queries an...