Member Experience & Financial Empowerment Advisor

Desjardins; Sainte-Marie; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

Pension plan

Group insurance

Telemedicine

Telework equipment

Job summary

Desjardins is seeking a member/client experience advisory agent to work on-site in Sainte-Marie, Canada. You will welcome members, listen to their needs, and guide them through banking transactions with a focus on digital tools and personalized solutions.

You will promote Desjardins products, stay informed on new services, and refer complex inquiries to specialists while ensuring compliance and security in every interaction.

Qualifications

• Knowledge of French is required.
• Two years of relevant experience? (Note: the HTML specifies a minimum of two years of relevant experience)
• Action-oriented, effective communication, customer focus, adaptability, tech-savviness.

Responsibilities

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

Skills

Knowledge of French

Communication skills

Customer service orientation

Education

High school diploma

Job description

Desjardins is seeking a member/client experience advisory agent to work on-site in Sainte-Marie, Canada. You will welcome members, listen to their needs, and guide them through banking transactions with a focus on digital tools and personalized solutions.

You will promote Desjardins products, stay informed on new services, and refer complex inquiries to specialists while ensuring compliance and security in every interaction.