Member & Client Experience Advisor

Desjardins; Canada; On-site; CAD 52,000 - 72,000; Full time

Benefits offered by this job

Competitive salary & annual bonus

4 weeks flexible vacation

Defined benefit pension plan

Group insurance incl. telemedicine

Wellness expense reimbursement & telew

Travel to service centers

Job summary

Desjardins is seeking a client experience advisory agent to help members and clients with financial transactions and personalized solutions. The role is on-site full-time, with a focus on welcoming clients, listening to needs, and guiding them through Desjardins products and services.

Travel to service centers may be required. You will contribute to business development, address fraud or irregularities, and stay current with the latest standards and security requirements while adhering to

Qualifications

• High school diploma in a related field.
• Minimum two years of relevant experience.
• Knowledge of French is required.

Responsibilities

• Support members and clients by explaining tools and applications for transactions.
• Contribute to business development and maintain relationships.
• Assist members and clients faced with fraud or irregularities.
• Stay updated on standards, products and services.
• Adhere to compliance, security and risk management rules.

Skills

French language

Customer service

Communication

Education

High school diploma in a related field

Job description

Desjardins is seeking a client experience advisory agent to help members and clients with financial transactions and personalized solutions. The role is on-site full-time, with a focus on welcoming clients, listening to needs, and guiding them through Desjardins products and services.

Travel to service centers may be required. You will contribute to business development, address fraud or irregularities, and stay current with the latest standards and security requirements while adhering to