Member Experience & Banking Solutions Advisor

Relevance; Roberval; On-site; CAD 42,000 - 55,000; Full time

Benefits offered by this job

4 weeks vacation

Pension plan

Group insurance with telemedicine

Health and wellness expense reimburse

Job summary

Desjardins in Quebec is hiring a Member/Client Experience Advisory Agent for a full-time on-site role. You will help members and clients with banking transactions, promote Desjardins products, and ensure a welcoming, personalized experience while addressing their needs and concerns.

You will stay informed on standards and services, refer complex cases to specialists, assist with fraud or irregularities, and uphold compliance and risk management.

Qualifications

• High school diploma in a related field.
• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Other combinations of qualifications and relevant experience may be considered.

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 in Quebec is hiring a Member/Client Experience Advisory Agent for a full-time on-site role. You will help members and clients with banking transactions, promote Desjardins products, and ensure a welcoming, personalized experience while addressing their needs and concerns.

You will stay informed on standards and services, refer complex cases to specialists, assist with fraud or irregularities, and uphold compliance and risk management.