Support members and clients as a full-time, on-site Desjardins advisory agent focused on financial products, digital tools, and personalized service.
As a member and client experience advisory agent, you help create welcoming, satisfying experiences while addressing needs and supporting financial empowerment. You promote cooperative values, advise on Desjardins products and services, and help clients use available distribution channels. You also identify business opportunities and refer specialized needs to colleagues.
Key Responsibilities:
- Explain applications and technological tools for independent transactions
- Open accounts and support financial transactions
- Assist fraud or irregularity cases and process related transactions
- Maintain business relationships through service delivery and activities
- Uphold compliance, security, and risk management standards
Requirements:
- Related high school diploma
- Minimum three years of relevant experience
- Knowledge of French
- Knowledge of Desjardins and competitor financial products
- Knowledge of security measures, legal framework, and internal controls
Bring customer focus, technological confidence, and financial services knowledge to support Desjardins members and clients on site.
Desjardins Client Experience Advisory Agent employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
