Member Client Experience Advisory Agent (Rockland)

Member Client Experience Advisory Agent (Rockland)

01 Nov
|
Desjardins
|
Rockland

01 Nov

Desjardins

Rockland

Support member experience through banking advice, digital tools, and personalized service at Desjardins Ontario Credit Union, working full time on site. This temporary 12-month position focuses on client satisfaction and financial empowerment.

As an advisory agent, you welcome members and clients, listen to their needs, and recommend suitable Desjardins products and services. You promote cooperative values while supporting transactions, identifying business opportunities, and referring specialized needs to colleagues. The position also involves fraud assistance, technology guidance, and compliance.

Key Responsibilities:

- Welcome members and clients while addressing their banking needs
- Provide advice about transactions, products, services, and distribution channels




- Guide members through digital tools and technological applications
- Assist with fraud or irregularities and refer appropriate partners
- Contribute to business development through service and relationship activities

Requirements:

- High school diploma in a related field
- Minimum two years of relevant experience
- Strong French, English, and Spanish communication skills
- Knowledge of Desjardins products, services, and distribution networks
- Knowledge of security measures, legal frameworks, and internal controls

Bring multilingual communication, banking knowledge, and digital guidance skills to member and client service at Desjardins.

📌 Member Client Experience Advisory Agent (Rockland)
🏢 Desjardins
📍 Rockland

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