Serve Desjardins members and clients full time on site, using customer focus and effective communication to support their financial transactions. Help people feel welcome while addressing their needs and promoting cooperative values.
As a member and client experience advisory agent, you provide advice about banking transactions, products, services, and distribution channels. You offer personalized solutions, identify business opportunities, and refer specialized needs to colleagues. You also support digital tools, fraud-related concerns, and transaction issues.
Key Responsibilities:
- Welcome members and clients while listening to their needs
- Provide advice about banking transactions and financial empowerment
- Promote Desjardins products, services,
and distribution channels
- Refer specialized needs to appropriate colleagues and partners
- Support digital tools, prevention, safety, and transaction issues
Requirements:
- High school diploma in a related field
- Minimum two years of relevant experience
- Knowledge of French is required
- Effective communication and customer focus
- Tech savvy and situational adaptability
Bring customer focus, digital confidence, and banking transaction support to Desjardins members and clients through personalized service.