Onsite Member Experience & Financial Solutions Advisor

Desjardins

Gaspésie–Îles-de-la-Madeleine

On-site

CAD 55,000 - 75,000

Full time

6 days ago

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Benefits offered by this job

Competitive salary and annual bonus

Flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Wellness reimbursement and telework

Job summary

Desjardins is seeking a on-site, full-time Member and Client Experience Advisory Agent in Quebec, Canada. The role focuses on helping members and clients access and use financial products and services, ensuring a welcoming, responsive, and empowered experience.

The agent promotes Desjardins’ cooperative values while advising on digital tools and channels. Responsibilities include assisting with transactions, promoting security, preventing fraud, and supporting customers through personalized

Qualifications

High school diploma is required or equivalent.
Minimum of three years of relevant experience is desirable.
Other combinations of qualifications and relevant experience may be considered.

Responsibilities

Support members and clients by telling them about existing applications and tools that can help them transact independently.
Contribute to business development and maintain business relationships through service delivery and activities.
Assist members and clients who have encountered fraud or irregularities.
Monitor and process transactions required to settle their cases.
Stay on top of the latest standards, products and services in the field.
Uphold compliance, security, and risk management standards.