Support member and client experience as a full-time, on-site Advisory Agent with Desjardins. Use attentive service, banking knowledge, and digital guidance daily.
As a Member and Client Experience Advisory Agent, you help members and clients feel welcome, address their needs, and support financial empowerment. You advise on banking transactions, promote Desjardins products and services, and offer personalized solutions. You also identify business opportunities, refer specialized needs, and promote cooperative values through service.
Key Responsibilities:
- Explain technological tools supporting independent transactions and operations
- Contribute to business development through service delivery activities
- Maintain business relationships with members and clients
- Assist with fraud or irregularities and refer appropriate partners
- Follow compliance, security, and risk management rules
Requirements:
- Related high school diploma
- Minimum two years of relevant experience
- French language knowledge
- Effective communication and customer focus
- Technology-savvy, adaptable, action-oriented approach
Bring banking service, personalized advice, and digital technology guidance to members and clients through Desjardins in office service.