Client Experience Advisor: Banking & Digital Tools

Relevance; Berthierville; On-site; CAD 38,000 - 46,000; Full time

Job summary

Desjardins is seeking a on-site temporary member/client advisor to support and empower members through informed financial services guidance. You will promote Desjardins products, assist with transactions, and refer complex needs to colleagues while upholding security and compliance.

Fluency in French is required and data entry accuracy is essential. You will contribute to business development, nurture relationships, and stay current with evolving products and services and industry standards,

Qualifications

• High school diploma required; two years of relevant experience preferred.
• Knowledge of French is required.
• Ability to enter data accurately and follow security controls.

Responsibilities

• Support members and clients by explaining tools and apps to enable self-service transactions.
• Contribute to business development and maintain relationships through service delivery.
• Assist members who encounter fraud or irregularities and refer to appropriate partners.
• Stay updated on current standards, products and services in the field.
• Adhere to compliance, security and risk management rules.

Skills

Action oriented

Communicates effectively

Customer focus

Situational adaptability

Nimble learning

Tech savvy

Education

High school diploma

Tools

Data entry systems

Job description

Desjardins is seeking a on-site temporary member/client advisor to support and empower members through informed financial services guidance. You will promote Desjardins products, assist with transactions, and refer complex needs to colleagues while upholding security and compliance.

Fluency in French is required and data entry accuracy is essential. You will contribute to business development, nurture relationships, and stay current with evolving products and services and industry standards,