Financial Services Client Experience Agent (St-Raphaël)

Financial Services Client Experience Agent (St-Raphaël)

09 Nov
|
Relevance
|
St-Raphaël

09 Nov

Relevance

St-Raphaël

Build trusted banking relationships as a Desjardins client experience agent, delivering personalized advice and responsive financial service. Work full time on site while helping members and clients navigate their needs.

This advisory position focuses on satisfaction, cooperative values, and tailored solutions across Desjardins products, services, and distribution networks. You will contribute to business development, maintain relationships, support fraud cases, and connect people with colleagues for specialized assistance. Relevant experience and French knowledge are required.

Key Responsibilities:

- Address member and client needs with personalized solutions
- Promote products, services, channels, and cooperative values
- Contribute to business development through service activities




- Maintain business relationships through effective service delivery
- Follow compliance, security, and risk-management requirements

Requirements:

- High school diploma in a related field
- Minimum two years of relevant experience
- Knowledge of French is required
- Knowledge of Desjardins products and competitor offerings
- Knowledge of security measures and internal controls

Use customer focus, effective communication, and financial-services knowledge to strengthen personalized experiences for Desjardins members and clients.

📌 Financial Services Client Experience Agent (St-Raphaël)
🏢 Relevance
📍 St-Raphaël

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