Join Desjardins Ontario Credit Union as a full time Advisory Agent focused on member and client experience. Help clients feel valued and supported through effective service and financial guidance.
This role is essential for ensuring members engage with their financial services confidently. You will be an ambassador for technological tools, assisting clients and enhancing their transactional experiences. Your role will significantly contribute to business relationships and member satisfaction.
Key Responsibilities:
• Assist members in navigating financial products
• Promote digital solutions for client empowerment
• Handle cases of fraud and irregular transactions
• Open and manage financial accounts accurately
• Monitor and maintain compliance and security standards
Requirements:
• High school diploma or equivalent experience
• Two years of relevant service experience
• Bilingual in French and English
• Familiarity with Desjardins and competitor offerings
• Knowledge of security measures and internal controls
Play a key part in empowering members through service excellence at Desjardins.
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📌 Full-Time Advisory Agent at Desjardins (Ontario)
🏢 Desjardins Group
📍 Ontario
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