Advisory Agent, Member and Client Experience

Posted 7 hours ago

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About the role

  • On-site Desjardins banking advisor guiding members through transactions, digital tools, and fraud support. Promoting financial products and strengthening client relationships across Chaudière-Appalaches.

Responsibilities

  • Improve the experience of members and customers by advising them on banking transactions
  • Promote Desjardins products and services
  • Act as an ambassador for digital solutions and help members use technological tools safely
  • Tell members and clients about applications and technological tools that support self-service transactions and operations
  • Contribute to business development and maintain business relationships through service delivery and activities
  • Assist members and clients who have encountered fraud or irregularities
  • Refer fraud or irregularity cases to appropriate partners

Requirements

  • Knowledge of French is required
  • Regardless of your experience or education, applicants may apply without specified experience or educational credentials
  • Willingness to receive training for a career suited to your skills, goals and education

Benefits

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment
  • Training opportunity through The Desjardins Cooperative Institute (DCI)

Job title

Job type

Full Time

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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