Elevate client satisfaction as a Member and Client Experience Advisory Agent with Desjardins. This full time role involves empowering clients towards financial success while promoting cooperative values.
As an Advisory Agent, you will focus on enhancing member and client experiences through personalized support and financial product advice. With at least three years of experience, you will assist clients in navigating digital solutions while ensuring compliance and security. Your expertise will not only help resolve issues but also promote business relationships and identify opportunities for business development.
Key Responsibilities:
• Support clients in using applications for financial transactions
• Assist members encountering fraud or irregularities
• Process transactions to help settle member cases
• Maintain up-to-date knowledge of financial services standards
• Uphold compliance and risk management standards
Requirements:
• High school diploma or equivalent
• Minimum three years of relevant experience
• Proficiency in French
• Strong customer focus with effective communication
• Tech-savvy with adaptability skills
Become a vital part of Desjardins, championing member financial empowerment and service excellence.
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📌 Member Experience Advisory Agent at Desjardins (Quebec City)
🏢 Desjardins Group
📍 Quebec City
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