Customer Experience Advisor – Banking & Digital Tools

Desjardins Group; Roberval; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Pension plan

Group insurance

Wellness reimbursement

Telework equipment

Job summary

Desjardins Group in Roberval, Quebec is seeking a full-time on-site client experience advisory agent. You will help members and clients with their banking transactions, listen to their needs, and offer personalized financial solutions while upholding Desjardins cooperative values.

You will promote Desjardins products, identify opportunities, guide customers to digital tools, and collaborate with colleagues on more complex needs.

Qualifications

• High school diploma or equivalent required.
• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Demonstrates action orientation and effective communication.
• Customer-focused with strong interpersonal skills.
• Demonstrates adaptability and learning agility.

Responsibilities

• Assist members and clients with transactions and digital tools.
• Identify business opportunities and refer to colleagues for specialized needs.
• Promote Desjardins products and services to members and clients.
• Ensure compliance with security and risk management rules.

Skills

French language

Customer focus

Communication skills

Adaptability

Tech savviness

Equity diversity inclusion

Learning agility

Education

High school diploma or equivalent

Job description

Desjardins Group in Roberval, Quebec is seeking a full-time on-site client experience advisory agent. You will help members and clients with their banking transactions, listen to their needs, and offer personalized financial solutions while upholding Desjardins cooperative values.

You will promote Desjardins products, identify opportunities, guide customers to digital tools, and collaborate with colleagues on more complex needs.