Member & Client Experience Advisor

Desjardins; Canada; Vor Ort; CAD 65.000 - 90.000; Vollzeit

Benefits dieser Stelle

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and telework

Zusammenfassung

Desjardins in Canada is seeking a Member and Client Experience Advisory Agent. You will help members and clients by guiding them through available financial products and services, ensuring a welcoming and informed experience, and promoting digital solutions.

The role focuses on personalized service while maintaining strong compliance and security practices. You will identify opportunities, support transactions, and refer complex needs to colleagues as needed, acting as a proactive ambassador for

Qualifikationen

• High school diploma or equivalent required.
• Minimum of three years of relevant experience (other combinations may be considered).
• Knowledge of French is required.
• Knowledge of Desjardins products and services and distribution networks is preferred.
• Understanding of security measures, legal framework and internal controls.

Aufgaben

• Support members and clients by informing them about existing applications and tools to enable self-service transactions.
• Contribute to business development and maintain relationships through service delivery.
• Assist members and clients who have encountered fraud or irregularities.
• Monitor and process transactions required to settle cases.
• Stay updated on the latest standards, products and services in the field.
• Uphold compliance, security and risk management standards.

Kenntnisse

Action oriented

Communicates effectively

Customer Focus

Differences

Nimble learning

Situational adaptability

Tech savvy

Equity, Diversity, Inclusion and...

Ausbildung

High school diploma in a related field

Jobbeschreibung

Desjardins in Canada is seeking a Member and Client Experience Advisory Agent. You will help members and clients by guiding them through available financial products and services, ensuring a welcoming and informed experience, and promoting digital solutions.

The role focuses on personalized service while maintaining strong compliance and security practices. You will identify opportunities, support transactions, and refer complex needs to colleagues as needed, acting as a proactive ambassador for