Member Experience & Digital Tools Advisor

Desjardins Group; Canada; On-site; CAD 45,000 - 60,000; Full time

Job summary

Desjardins is seeking a member/client advisory agent to enhance client experiences and ensure satisfaction. You will welcome clients, listen to needs, and provide personalized financial guidance, promoting Desjardins products across channels.

You will identify opportunities and refer complex needs to specialists while advocating digital solutions and secure transactions. The role requires two years of related experience, fluency in French, data entry skills, and a strong commitment to security

Qualifications

• Two years of relevant experience.
• Knowledge of French is required.
• Knowledge of Desjardins products and services.
• Ability to enter data in systems.
• Understanding of security measures and internal controls.
• Understanding of financial services cooperatives philosophy.
• Familiarity with convenience products and automated transactions.
• Commitment to equity, diversity, inclusion and accessibility.
• Ability to interact professionally with members and clients.

Responsibilities

• Support members and clients by promoting Desjardins tools and applications.
• Contribute to business development and maintain relationships.
• Assist members who have encountered fraud or irregularities and refer to partners.

Skills

Customer focus

Communication skills

Tech savvy

Adaptability

Education

High school diploma

Job description

Desjardins is seeking a member/client advisory agent to enhance client experiences and ensure satisfaction. You will welcome clients, listen to needs, and provide personalized financial guidance, promoting Desjardins products across channels.

You will identify opportunities and refer complex needs to specialists while advocating digital solutions and secure transactions. The role requires two years of related experience, fluency in French, data entry skills, and a strong commitment to security