Temporary 14 month position. The work mode arrangement for the position is full time on site. As an Advisory Agent, Member and Client Experience at Desjardins Ontario Credit Union, you help give members and clients a better experience, and ensure that they are satisfied.

This includes making sure they feel welcome, listening to and addressing their needs, and helping them with their financial empowerment. You promote the organization's cooperative values through the support you provide. You support and provide advice to members and clients about their banking transactions.

You identify business opportunities, and refer members and clients to colleagues who can help them with specialized needs. You are a proud ambassador of digital solutions and you advise members and clients on their use. You provide information and support on the use of technological tools, while sharing advice about prevention and safety. ~ Support members and clients by telling them about technological tools and applications 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 ~ Stay on top of the latest standards, products and services in your field ~ Adhere to compliance, security and risk management rules ~ High school diplomas in a related field ~ Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners,



members and/or clients ~ Knowledge of Desjardins products and services for caisse members, products and services offered by Desjardins Business centres, components and distribution networks and channels, and products and services offered by competitors ~ Ability to enter data in the systems ~ Knowledge of security measures, legal frameworks and internal controls ~ Knowledge of operating procedures related to convenience products and services and automated and assisted transactions ~ Knowledge of service standards ~ Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy Equity, Diversity, Inclusion and Accessibility ~* 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 ~ Reimbursement of health and wellness expenses and telework equipment ~*Equity, Diversity, Inclusion and Accessibility At Desjardins, we believe in equity, diversity and inclusion.

We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process.

We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance.

Trade

Union (If applicable) Job Family Member/client sales and service (FG)

📌 Fraud Agent - Part Time (British Columbia)
🏢 Desjardins Group
📍 British Columbia