Member & Client Experience Advisor – Banking & Digital

Relevance; Maniwaki; On-site; CAD 52,000 - 68,000; Full time

Benefits offered by this job

Competitive salary with annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins is seeking an on-site Member/Client Advisory Agent to enhance member experience and support financial transactions. You will welcome, listen to needs, and provide personalized solutions while promoting Desjardins products across channels.

Responsibilities include assisting with digital tools, identifying opportunities, guiding members through transactions, and ensuring compliance and security throughout the process.

Qualifications

• High school diploma or equivalent.
• At least two years of relevant experience.
• French language proficiency is required.
• Knowledge of Desjardins products and services preferred.

Responsibilities

• Assist members with financial transactions and digital tools.
• Provide personalized solutions and promote Desjardins products and services.
• Identify business opportunities and refer to colleagues as needed.
• Assist with fraud or irregularities and liaise with appropriate partners.
• Adhere to compliance, security and risk management rules.

Skills

Customer service

Fraud assistance

Digital tools advisory

French language

Education

High school diploma

Tools

Desjardins systems

Job description

Desjardins is seeking an on-site Member/Client Advisory Agent to enhance member experience and support financial transactions. You will welcome, listen to needs, and provide personalized solutions while promoting Desjardins products across channels.

Responsibilities include assisting with digital tools, identifying opportunities, guiding members through transactions, and ensuring compliance and security throughout the process.