Advisory Agent, Member and Client Experience

Relevance; Val Caron, Greater Sudbury; Sur place; CAD 36 000 - 48 000; Plein temps

Résumé du poste

Desjardins Ontario Credit Union is seeking a temporary 12-month member/client advisory agent to join our on-site team. You will help members feel welcome, listen to their needs, and promote Desjardins products and digital tools.

The role emphasizes bilingual communication, compliance, and delivering personalized financial solutions while supporting business development and safeguarding members from fraud.

Qualifications

• High school diploma required.
• Minimum one year of relevant experience.
• Bilingual in French and English, both spoken and written.
• Knowledge of Desjardins products and services.
• Knowledge of convenience products, procedures, and transactions.
• Knowledge of operating procedures and service standards.

Responsabilités

• Support members by explaining digital tools and applications they can use.
• Contribute to business development and maintain relationships.
• Assist members who have encountered fraud or irregularities and refer to partners.
• Stay updated on standards, products and services.
• Adhere to compliance, security and risk management rules.

Connaissances

French & English communication

Customer focus

Tech savvy

Situational adaptability

Formation

High school diploma

Description du poste

Temporary 12 month position (On call).

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

As a member and client experience advisory agent at Desjardins Ontario Credit Union 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 you bring to the table

• High school diplomas in a related field
• A minimum of one year of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Fortes habiletés de communication en français et en anglais, tant à l’oral qu’à l’écrit en raison de la nature des tâches, des outils de travail ou d’interactions avec des partenaires ou membres et clients
• Knowledge of all convenience services products and services
• Knowledge of Desjardins products and services for caisse members, products and services offered by Desjardins Business centres, components and distribution networks and channels, and products and services offered by competitors
• Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
• Knowledge of service standards

#ON03

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)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-21

This position is actually vacant.

Desjardins uses tools that incorporate artificial intelligence functionalities to screen or assess applicants as part of the recruitment process for this position.