Support member and client experience as a full-time, on-site Advisory Agent with Desjardins. Use attentive service, banking knowledge, and digital guidance daily.
As a Member and Client Experience Advisory Agent, you help members and clients feel welcome, address their needs, and support financial empowerment. You advise on banking transactions, promote Desjardins products and services, and offer personalized solutions. You also identify business opportunities, refer specialized needs, and promote cooperative values through service.
Key Responsibilities:
- Explain technological tools supporting independent transactions and operations
- Contribute to business development through service delivery activities
- Maintain business relationships with members and clients
- Assist with fraud or irregularities and refer appropriate partners
- Follow compliance, security, and risk management rules
Requirements:
- Related high school diploma
- Minimum two years of relevant experience
- French language knowledge
- Effective communication and customer focus
- Technology-savvy, adaptable, action-oriented approach
Bring banking service, personalized advice, and digital technology guidance to members and clients through Desjardins on-site service.
Desjardins Member 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.
