Support member and client experience through financial guidance, digital solutions, and personalized service in a remote role with Desjardins. French is required.
As a member and client experience advisory agent, you welcome people, listen to their needs, and support their financial empowerment. You advise on Desjardins products, services, and distribution channels while opening accounts and processing transactions. You also identify business opportunities, refer specialized needs, and promote cooperative values through service.
Key Responsibilities:
- Explain applications and technological tools for self-service transactions
- Contribute to business development and maintain relationships
- Assist fraud or irregularity cases and process transactions
- Monitor current standards, products, and services
- Uphold compliance, security, and risk management standards
Requirements:
- High school diploma in a related field
- Minimum three years of relevant experience
- Knowledge of French is required
- Knowledge of financial products, services, and distribution channels
- Knowledge of security measures, legal frameworks, and internal controls
Bring customer focus, technological confidence, and financial services knowledge to Desjardins member and client support.
Member Client Experience Advisory Agent in Toronto employer: Relevance
Desjardins est un employeur de choix, offrant un environnement de travail inclusif et dynamique au Bas-Saint-Laurent et en Gaspésie — Îles-de-la-Madeleine. Avec des avantages tels qu'un salaire concurrentiel, un régime de retraite à prestations déterminées et des opportunités de développement professionnel, nous valorisons le bien-être de nos employés tout en favorisant une culture de collaboration et d'engagement. Rejoindre notre équipe, c'est contribuer à un mouvement coopératif qui place les membres et clients au cœur de nos actions.
