Personal Finance Advisor Full Time

Job Level

NV-02

The incumbent serves members and customers who require assistance with monetary and convenience transactions. He or she advises and assists members and customers in selecting and using automation solutions, and provides them with general information on Desjardins Group’s service offer.

General Information on the Position

Main Responsibilities

• Carry out monetary and convenience transactions (e.g. deposits, withdrawals, Desjardins access cards, bill payments and bill management, account information and changes, personalized cheque orders, plans, direct deposits and withdrawals, certified cheques, drafts and money orders, automatic transfers, account statements). Verify and record supporting documents required to carry out transactions. As needed, process round-the-clock and ATM deposit envelopes.
• Advise and assist members in selecting and optimizing their use of various available tools, fostering autonomy and promoting automation (e.g. ATMs, AccèsD Internet and telephone, Desjardins mobile services, Desjardins.com, as well as additional channels such as the Student Service Centre and Desjardins Bank).
• Listen to members’ and customers’ needs in order to ensure their full satisfaction and identify sales opportunities, and, when appropriate, refer them to individuals who can meet their needs.
• Contribute to sales growth by taking part in various solicitation and referral activities.
• Ensure that all activities are completed in a timely fashion and in accordance with prescribed quality standards.
• Maintain the security of transactions and operations in accordance with current policies, practices and standards.

Other working conditions

Temporary work: scheduled to end on March 07, 2022

Number of job available : 1
Qualifications

High school diploma
A minimum of one year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered

For vacant positions available in Quebec, please note that knowledge of French is required
Specific knowledge

• Knowledge of all counter and convenience products and services
• Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors
• Knowledge of integrating data into systems
• Knowledge of security measures, legal framework and internal controls
• Understanding of the philosophy and fundamentals of financial services cooperatives
• Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
• Knowledge of service standards

Desjardins Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Communicates effectively, Interpersonal Savvy