Member Experience Advisor - Banking & Digital Tools

Desjardins Group; Saint-Prime; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness +

Telework equipment

Job summary

Desjardins Group is seeking a full-time on-site Member/Client Experience Advisory Agent to help members and clients feel welcome, listen to their needs, and assist with financial empowerment. You will promote all Desjardins products and services and guide them through various channels.

You will provide personalized solutions, identify opportunities, refer to specialists when needed, and support digital tools while ensuring smooth transactions and adherence to security and risk management rules.

Qualifications

• High school diploma in a related field.
• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Strong communication and customer-service skills.

Responsibilities

• Support members and clients by informing them about technological tools and applications to help them perform transactions and operations independently.
• Contribute to business development and maintain business relationships through service delivery and activities.
• Assist members and clients who have encountered fraud or irregularities, and refer them to appropriate partners.
• Stay updated on latest standards, products and services in the field.
• Adhere to compliance, security and risk management rules.

Skills

Action oriented

Communicates effectively

Customer focus

Nimble learning

Situational adaptability

Tech savvy

French language proficiency

Education

High school diploma

Job description

Desjardins Group is seeking a full-time on-site Member/Client Experience Advisory Agent to help members and clients feel welcome, listen to their needs, and assist with financial empowerment. You will promote all Desjardins products and services and guide them through various channels.

You will provide personalized solutions, identify opportunities, refer to specialists when needed, and support digital tools while ensuring smooth transactions and adherence to security and risk management rules.