Member Experience & Financial Guidance Advisor

Desjardins; Greater Sudbury; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary + annual bonus

4 weeks flexible vacation (year 1)

Defined benefit pension plan

Group insurance including telemedicine

Health and telework equipment expense

Job summary

Desjardins in Sudbury is seeking a on-site member/client experience advisory agent to assist with banking transactions, provide guidance on digital tools, and promote Desjardins products and services. You will welcome members, address their needs, and refer complex cases to colleagues with specialized expertise.

The role emphasizes loyalty building, fraud assistance, and adherence to security standards, while supporting a positive client experience across channels.

Qualifications

• High school diploma or equivalent.
• Minimum one year relevant experience.
• Strong communication skills in both French and English.
• Knowledge of Desjardins products and services.
• Ability to enter data in systems and follow procedures.

Responsibilities

• Support members and clients by telling them about technological tools and applications for self-service.
• Contribute to business development and maintain 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 the latest standards, products and services in your field.
• Adhere to compliance, security and risk management rules.

Skills

Bilingual FR/EN

Customer service

Communication skills

Tech savvy

Adaptive learning

Education

High school diploma

Job description

Desjardins in Sudbury is seeking a on-site member/client experience advisory agent to assist with banking transactions, provide guidance on digital tools, and promote Desjardins products and services. You will welcome members, address their needs, and refer complex cases to colleagues with specialized expertise.

The role emphasizes loyalty building, fraud assistance, and adherence to security standards, while supporting a positive client experience across channels.