Member & Client Experience Advisor – Banking

Desjardins; Maria; On-site; CAD 21,000 - 34,000; Part time

Job summary

Desjardins is seeking a member and client experience advisory agent (temporary, on-call) to welcome members and clients, understand their needs and promote Desjardins products and digital tools.

You will provide advice on banking transactions, support relationships, and refer complex inquiries to colleagues while ensuring compliance and security. The role requires a high school diploma, at least two years of relevant experience, and knowledge of French.

Qualifications

• High school diploma in a related field.
• A minimum of two years of relevant experience.
• Please note that other combinations of qualifications and relevant experience may be considered.
• Knowledge of French is required.

Responsibilities

• Support members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own.
• Contribute to business development and maintain business relationships through service delivery and activities.
• Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners.
• Stay on top of the latest standards, products and services in your field.
• Adhere to compliance, security and risk management rules.

Skills

Action oriented

Communicates effectively

Customer Focus

Differences

Nimble learning

Situational adaptability

Tech savvy

Education

High school diploma

Job description

Desjardins is seeking a member and client experience advisory agent (temporary, on-call) to welcome members and clients, understand their needs and promote Desjardins products and digital tools.

You will provide advice on banking transactions, support relationships, and refer complex inquiries to colleagues while ensuring compliance and security. The role requires a high school diploma, at least two years of relevant experience, and knowledge of French.