Serve Desjardins members and clients onsite while applying customer focus and financial services knowledge to every interaction. Support their needs through personalized guidance.
As a member and client experience advisory agent, you welcome people, listen to their needs, and support financial empowerment. You advise on financial products, services, distribution channels, accounts, transactions, and digital solutions. You also identify business opportunities and refer specialized needs to colleagues.
Key Responsibilities:
- Welcome members and clients and address their needs
- Open accounts and support financial transactions
- Promote digital tools, applications, and distribution channels
- Assist fraud cases and process required transactions
- Uphold compliance, security, and risk management standards
Requirements:
- Related high school diploma
- Minimum three years of relevant experience
- French language knowledge
- Customer focus and effective communication
- Tech savvy and situational adaptability
Bring customer focus, digital guidance, and financial transaction support to Desjardins members and clients onsite.
Member Client Experience Advisory Agent in Saint-Rémi 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.
