Client Experience Advisory Agent Desjardins (Ontario)

Client Experience Advisory Agent Desjardins (Ontario)

15 Aug
|
Desjardins Group
|
Ontario

15 Aug

Desjardins Group

Ontario

Enhance client satisfaction at Desjardins Ontario Credit Union as a full-time Client Experience Advisory Agent. Deliver personalized financial solutions and promote digital tools to empower members.

As a key member of the Desjardins team, you will focus on improving member experiences through effective communication and tailored financial advising. Your role includes supporting clients with available products, promoting cooperative values, and identifying business opportunities. You will also assist clients dealing with fraud or transaction issues.

Key Responsibilities:
• Advise members on technological tools for transactions
• Foster business relationships through exceptional service
• Assist clients who encounter fraud or irregularities
• Monitor transactions to resolve client cases
• Stay updated on financial products and services

Requirements:
• High school diploma in relevant field
• Minimum of two years related experience
• Solid bilingual communication skills
• Knowledge of Desjardins’ services and competitors
• Understanding of compliance and security standards

Become an ambassador for financial empowerment and client satisfaction at Desjardins.
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📌 Client Experience Advisory Agent Desjardins (Ontario)
🏢 Desjardins Group
📍 Ontario

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