Member Experience Advisor: Financial Empowerment & Tech

Desjardins; Montreal West; On-site; CAD 42,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance

Telemedicine

Wellness reimbursement

Telework equipment

Job summary

Desjardins in Montreal West is seeking a member and client experience advisory agent to help members and clients feel welcome, listen to needs, and promote financial empowerment through Desjardins products and digital tools.

The role requires a high school diploma, at least three years of relevant experience, French language proficiency, and a commitment to compliance, security, and exceptional service.

Qualifications

• High school diploma required, any combination of qualifications may be considered
• At least three years of relevant experience
• Knowledge of French is required

Responsibilities

• Assist members with accounts and transactions and promote available products and services
• Support fraud cases and monitor transactions to settle them
• Stay updated on standards, products and services in the field
• Uphold compliance, security and risk management standards
• Promote digital tools and Desjardins channels to members and clients

Skills

Customer focus

Tech savvy

Situational adaptability

Education

High school diploma

Job description

Desjardins in Montreal West is seeking a member and client experience advisory agent to help members and clients feel welcome, listen to needs, and promote financial empowerment through Desjardins products and digital tools.

The role requires a high school diploma, at least three years of relevant experience, French language proficiency, and a commitment to compliance, security, and exceptional service.