In-Branch Member & Client Experience Advisor

Desjardins; Napierville; On-site; CAD 52,000 - 62,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting-

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and telework设备

Job summary

Desjardins in Quebec seeks a Member/Client Advisory Agent to welcome members, listen to needs, and guide them to Desjardins products and digital tools. You will open accounts, process transactions, and promote financial empowerment.

The role emphasizes service quality, risk awareness, and compliance in a cooperative environment. You will contribute to business development, assist with fraud cases, and maintain up-to-date knowledge of products.

Qualifications

• High school diploma or related field required.
• Minimum of three years of relevant experience.
• French language required.

Responsibilities

• Welcomes members and clients, listens to needs and advises on products and services.
• Promotes financial empowerment and cooperative values in every interaction.
• Open accounts and assist with transactions, ensuring smooth operations.
• Identify business opportunities and refer complex needs to specialists.
• Stay updated on standards, products, and security controls; assist with fraud cases.

Skills

Customer focus

Tech savvy

Security awareness

Data integration

French language

Financial services knowledge

Fraud awareness

Relationship building

Education

High school diploma

Job description

Desjardins in Quebec seeks a Member/Client Advisory Agent to welcome members, listen to needs, and guide them to Desjardins products and digital tools. You will open accounts, process transactions, and promote financial empowerment.

The role emphasizes service quality, risk awareness, and compliance in a cooperative environment. You will contribute to business development, assist with fraud cases, and maintain up-to-date knowledge of products.