Advisory Agent, Member and Client Experience

Advisory Agent, Member and Client Experience

As a member and client experience advisory agent at Desjardins , you help give members and clients a better experience, ensuring they are satisfied. This includes making sure they feel welcome, listening to and addressing their needs, and helping them achieve financial empowerment. You promote the organization’s cooperative values through the support you provide, assist with banking transactions, and promote all Desjardins products and services and the various distribution channels available. You are attentive to members’ and clients’ needs so you can offer personalized solutions, identify business opportunities, and refer colleagues who can help with specialized needs. You are a proud ambassador of digital solutions and advise members and clients on their use, ensuring that financial transactions go smoothly, and providing information and support on the use of technological tools while sharing advice about prevention and safety.

The work mode arrangement for the position is full‑time on site.

Responsibilities

• Support members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own.
• Contribute to business development and maintain business relationships through service delivery and activities.
• Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners.
• Stay on top of the latest standards, products and services in your field.
• Adhere to compliance, security and risk management rules.

Benefits

Qualifications

Equity, Diversity & Inclusion

At Desjardins , we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

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