Serve Desjardins members and clients onsite while applying customer focus and financial services knowledge to every interaction. Support their needs through personalized guidance.
As a member and client experience advisory agent, you welcome people, listen to their needs, and support financial empowerment. You advise on financial products, services, distribution channels, accounts, transactions, and digital solutions. You also identify business opportunities and refer specialized needs to colleagues.
Key Responsibilities:
- Welcome members and clients and address their needs
- Open accounts and support financial transactions
- Promote digital tools, applications, and distribution channels
- Assist fraud cases and process required transactions
- Uphold compliance, security, and risk management standards
Requirements:
- Related high school diploma
- Minimum three years of relevant experience
- French language knowledge
- Customer focus and effective communication
- Tech savvy and situational adaptability
Bring customer focus, digital guidance, and financial transaction support to Desjardins members and clients onsite.