Support members and clients full time on site through financial guidance, personalized service, and digital tools that simplify transactions and operations.
As a Member and Client Experience Advisory Agent at Desjardins, you help create satisfying experiences while promoting cooperative values. You advise on financial products, services, and distribution channels, open accounts, process transactions, and identify prospects. Your work also includes personalized referrals, fraud assistance, and technology support.
Key Responsibilities:
Welcome members and clients while addressing their financial needs
Advise on Desjardins products, services, and distribution channels
Open accounts and support financial transactions
Promote applications and technological tools for self-service
Assist with fraud cases and process required transactions
Requirements:
High school diploma in a related field
Minimum three years of relevant experience
Knowledge of French required
Knowledge of security measures and internal controls
Understanding of financial services cooperatives
Bring customer focus, financial services knowledge, and digital confidence to Desjardins member and client support.