Support members and clients through personalized financial guidance, digital tools, and attentive service in an advisory banking environment. Help ensure every interaction addresses needs and satisfaction.
As a member and client experience advisory agent, you advise on financial products, services, and distribution channels. You open accounts, support transactions, identify business opportunities, and refer specialized needs to colleagues. You also promote cooperative values through service delivery and financial empowerment.
Key Responsibilities:
- Welcome members and clients while listening to their needs
- Advise on financial products, services, and distribution channels
- Open accounts and support financial transactions
- Refer specialized needs to appropriate colleagues
- Promote applications and technological tools for self-service transactions
Requirements:
- High school diploma in a related field
- Minimum two years of relevant experience
- Knowledge of French is required
- Effective communication and customer focus
- Situational adaptability and interpersonal savvy
Bring customer focus, financial guidance, and digital support skills to personalized member and client experiences.
Member Client Experience Advisor in Trois-Rivières 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.
