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Advisory Agent, Member and Client Experience
Advisory Agent, Member and Client ExperienceDesjardins • Caisse Desjardins de Lachine
Advisory Agent, Member and Client Experience

Advisory Agent, Member and Client Experience

Desjardins • Caisse Desjardins de Lachine
30+ days ago
Job type
  • Full-time
Job description

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

📣Many opportunities are currently available in the Montreal area.

As a member and client experience advisory agent, you improve the experience of members and customers by advising them on their banking transactions and promoting Desjardins products and services. You are also an ambassador for digital solutions, helping members to use technological tools safely. More specifically, you will be required to:

  • Support members and clients by telling them existing applications and technological tools 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.

What we offer*

  • Competitive salary and annual bonus

  • 4 weeks of flexible vacation starting in the first year

  • Defined benefit pension plan that provides predictable, stable income throughout retirement

  • Group insurance including telemedicine

  • Reimbursement of health and wellness expenses and telework equipment

#LI-Onsite

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Advisory Agent, Member and Client Experience • Caisse Desjardins de Lachine

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