On-Site Member Experience Advisor

Desjardins Technology Group; Montreal (administrative region); On-site; CAD 42,000 - 56,000; Full time

Job summary

Desjardins Technology Group in Montreal is seeking a member/client service advisor for a temporary on-call position. The role focuses on welcoming members, listening to needs, and guiding them through financial transactions with a focus on digital tools.

You will promote Desjardins products, support business development, and refer complex cases to colleagues while adhering to security, compliance, and risk management standards.

Qualifications

• High school diploma or equivalent required.
• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Knowledge of Desjardins products and services for caisse members and Desjardins channels.
• Ability to enter data in the systems.
• Knowledge of security measures, legal frameworks and internal controls.
• Understanding of the philosophy and fundamentals of financial services cooperatives.
• Knowledge of operating procedures related to convenience products and services and automated and assisted transactions.
• Knowledge of service standards.

Responsibilities

• Assist members and clients with transactions and digital tools.
• Promote Desjardins products and services and distribute information on channels.
• Identify business opportunities and refer members to colleagues for specialized needs.
• Stay informed about latest standards, products and services in the 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 Technology Group in Montreal is seeking a member/client service advisor for a temporary on-call position. The role focuses on welcoming members, listening to needs, and guiding them through financial transactions with a focus on digital tools.

You will promote Desjardins products, support business development, and refer complex cases to colleagues while adhering to security, compliance, and risk management standards.