Advisory Agent, Member and Client Experience

Desjardins; Saguenay; On-site; CAD 24,796 - 35,817; Full time

Job summary

Desjardins in Saguenay–Lac-Saint-Jean invites applications for a temporary on-call member/client experience advisory agent. The role focuses on welcoming clients, listening to needs, and guiding them through banking transactions using Desjardins digital tools.

You will support business development and assist with fraud or irregularities, referring clients to specialists as needed. The position requires a high school diploma, at least two years of relevant experience, and French language

Qualifications

• Requires at least a high school diploma or equivalent.
• Minimum of two years of relevant experience.
• Fluency in French is required.

Responsibilities

• Assist members and clients with banking transactions and explain Desjardins products and services.
• Promote digital tools and provide guidance on their use.
• Identify opportunities to refer clients to colleagues for specialized needs.
• Ensure compliance, security and risk standards are followed.
• Stay up-to-date with the latest products and services.

Skills

Customer service

Communication

Tech savvy

French language

Education

High school diploma

Job description

Temporary position (On call).

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

Required 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 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.
• Stay on top of the latest standards, products and services in your field.
• Uphold compliance, security and risk management standards.

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

Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy

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)

Caisses et Centres du SLSJ - CSN (00029) (2012-03-23 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-08-21