Client Experience Advisory Agent at Desjardins (Ontario)

Client Experience Advisory Agent at Desjardins (Ontario)

21 Aug
|
Desjardins Group
|
Ontario

21 Aug

Desjardins Group

Ontario

Enhance member satisfaction at Desjardins Ontario Credit Union as a full-time Client Experience Advisory Agent. Focus on personalized financial solutions to empower clients and promote Desjardins products.

This full-time on-site role aims to elevate member and client experiences within Desjardins. As a key player in client advisory services, you'll utilize solid communication skills in both French and English to assist clients with their banking needs. You'll identify business opportunities while ensuring a smooth transaction process and addressing any emerging issues.

Key Responsibilities:
• Provide expert support on Desjardins' banking products
• Assist clients with technological tools for transactions




• Promote cooperative values and business development
• Address and resolve member concerns about fraud
• Maintain knowledge of compliance and security standards

Requirements:
• High school diploma in a related field
• Minimum of one year of relevant experience
• Strong bilingual communication skills
• Knowledge of Desjardins products and services
• Ability to work one evening per week

Elevate client engagement by delivering thoughtful financial advisory services and personalized solutions at Desjardins.
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📌 Client Experience Advisory Agent at Desjardins (Ontario)
🏢 Desjardins Group
📍 Ontario

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