Support members and clients through personalized financial guidance, digital tools, and attentive service in an advisory banking workplace. Help ensure every interaction addresses needs and satisfaction.
As a member and client experience advisory agent, you advise on financial products, services, and distribution channels. You open accounts, support transactions, identify business opportunities, and refer specialized needs to colleagues. You also promote cooperative values through service delivery and financial empowerment.
Key Responsibilities: Welcome members and clients while listening to their needs
Advise on financial products, services, and distribution channels
Open accounts and support financial transactions
Refer specialized needs to appropriate colleagues
Promote applications and technological tools for self-service transactions
Requirements: High school diploma in a related field
Minimum two years of relevant experience
Knowledge of French is required
Effective communication and customer focus
Situational adaptability and interpersonal savvy
Bring customer focus, financial guidance, and digital support skills to personalized member and client experiences.

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📌 Member Client Experience Advisor (Quebec City)
🏢 Desjardins
📍 Quebec City