Support members and clients full time on site as a Desjardins advisory agent, using customer focus and financial services knowledge. Help create welcoming, personalized experiences.
As a member and client experience advisory agent, you address needs, support financial empowerment, and promote cooperative values. You advise on products, services, distribution channels, digital solutions, and transactions while identifying prospects and referring specialized needs.
Key Responsibilities:
Welcome members and clients while listening to their needs
Open accounts and support financial transactions
Advise on products, services, channels, and digital tools
Refer specialized needs to appropriate colleagues
Uphold compliance, security, and risk management standards
Requirements:
Related high school diploma
Minimum three years of relevant experience
Knowledge of French
Knowledge of products, services, and transaction procedures
Knowledge of security measures, legal frameworks, and internal controls
Bring customer focus, technological confidence, and financial services knowledge to personalized member and client support at Desjardins.