Advisory Agent – Member and Client Experience

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About the role

  • Advisory Agent for Member and Client Experience at Caisse Desjardins. Ensuring client satisfaction and providing technological support for banking transactions.

Responsibilities

  • Help give members and clients a better experience and ensure that they are satisfied
  • Listen to and address members' and clients' needs
  • Provide advice on banking transactions
  • Promote Desjardins products and services
  • Assist members and clients with specialized needs
  • Advise on digital solutions and ensure smooth financial transactions
  • Share advice about technological tools, prevention and safety
  • Stay updated on the latest standards, products, and services

Requirements

  • High school diploma in a related field
  • Minimum of two years of relevant experience
  • Fluency in French required
  • Action-oriented
  • Effective communicator
  • Customer-focused
  • Values diversity
  • Quick learner
  • Adaptable to different situations
  • Tech-savvy

Benefits

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan providing predictable, stable income in retirement
  • Group insurance including telemedicine
  • Reimbursement for health and wellness expenses and telework equipment

Job title

Job type

Part Time

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

OnsiteBlainvilleCanada

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