Onsite Member & Client Experience Advisor – Digital Banking

Hmara; La Sarre; On-site; CAD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins is seeking a Member/Client Advisor on-site in Canada to help members and clients with financial transactions, promote Desjardins products, and deliver personalized service. You will build relationships, identify opportunities, and refer more complex needs to specialists while staying current on products and security practices.

The role emphasizes service excellence, data entry, and adherence to risk controls in a cooperative financial services environment with a strong customer focus.

Qualifications

• High school diploma required.
• Minimum two years of relevant experience.
• Knowledge of French is required.
• Knowledge of Desjardins products and services for caisse members, products and services offered by Desjardins Business centres, components and distribution networks and channels, and products and services offered by competitors.
• 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

• 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

Effective communication

Customer focus

Nimble learning

Situational adaptability

Tech savvy

French language

Education

High school diploma

Job description

Desjardins is seeking a Member/Client Advisor on-site in Canada to help members and clients with financial transactions, promote Desjardins products, and deliver personalized service. You will build relationships, identify opportunities, and refer more complex needs to specialists while staying current on products and security practices.

The role emphasizes service excellence, data entry, and adherence to risk controls in a cooperative financial services environment with a strong customer focus.