Advisory Agent, Member and Client Experience

Desjardins; Plessisville; On-site; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins in Quebec invites applications for a Member/Client Experience Advisory Agent. This full-time on-site role focuses on welcoming members, listening to needs, and guiding them through banking transactions with a focus on personalized solutions.

You will promote Desjardins products, adhere to compliance and risk rules, and support business development while staying updated on tools and services. French language proficiency is required.

Qualifications

• High school diploma required.
• Minimum of two years of relevant experience.
• Knowledge of French required.
• Willingness to travel to Princeville and Lyster service centres.

Responsibilities

• Assist members and clients with banking transactions and promote Desjardins products and services.
• Provide personalized solutions and refer opportunities to colleagues as needed.
• Stay informed about standards, products and services and comply with risk management rules.

Skills

Customer service

Effective communication

French language

Problem solving

Adaptability

Interpersonal skills

Attention to detail

Education

High school diploma

Job description

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

As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome, listening to and addressing their needs, and helping them with their financial empowerment. You promote the organization’s cooperative values through the support you provide. You support and provide advice to members and clients about their banking transactions. You promote all Desjardins products and services, and the various distribution channels available. You are attentive to members’ and clients’ needs so you can offer them personalized solutions. You identify business opportunities, and refer members and clients to colleagues who can help them with specialized needs. You are a proud ambassador of digital solutions and you advise members and clients on their use. You ensure that financial transactions go smoothly, while addressing any issues that may arise. You provide information and support on the use of technological tools, while sharing advice about prevention and safety. More specifically, you will be required to:

• Support members and clients by telling them about technological tools and applications 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
• Stay on top of the latest standards, products and services in your field
• Adhere to compliance, security and risk management rules

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.

#LI-Onsite

What you bring to the table

• High school diplomas in a related field
• A minimum of two years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required
• Available for travel at the Caisse’s two other service centres located in Princeville and Lyster
• Available to work from Monday to Friday including one evening
  Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

Equity, Diversity, Inclusion and Accessibility

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!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-26