Advisory Agent, Member and Client Experience

Hmara; Montreal (administrative region), Pointe-Claire, Quebec; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Job summary

Desjardins is seeking a full-time on-site Member and Client Experience Advisory Agent in Montreal to guide customers through transactions, promote Desjardins products, and act as a digital solutions ambassador. You will help members use banking tools securely and support business development while maintaining strong relationships.

The role emphasizes on-site service in the Montreal area with competitive pay, annual bonus, and comprehensive benefits including pension, insurance, and telework

Qualifications

• Assists members with banking transactions and promotes Desjardins products and services.
• Guides members in using digital tools securely and efficiently.
• Helps resolve fraud-related issues by referring to appropriate partners.

Responsibilities

• Support members by guiding them to existing applications and tools for self-service transactions.
• Contribute to business development and maintain strong member relationships through service delivery.
• Assist members who encounter fraud or irregularities and refer them to the right partners.

Skills

Customer service

Digital literacy

Fraud awareness

Relationship building

Tools

Banking apps

Digital tools

Job description

The work mode arrangement for the position is full-time on site.

Many opportunities are currently available in the Montreal area.

As a member and client experience advisory agent, you improve the experience of members and customers by advising them on their banking transactions and promoting Desjardins products and services. You are also an ambassador for digital solutions, helping members to use technological tools safely. More specifically, you will be required to:

• Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own


• Contribute to business development and maintain business relationships through service delivery and activities


• Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners.

What we offer*

• 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

* Benefits apply based on eligibility criteria.

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)