Banking Transactions Client Advisor

Guide members through banking transactions onsite at Desjardins using attentive service, personalized advice, and digital solutions. Address needs while supporting satisfaction.

This advisory agent role focuses on welcoming members and clients, listening carefully, and helping with financial empowerment. You promote Desjardins products, services, and distribution channels while ensuring transactions proceed smoothly. When specialized needs arise, you identify opportunities and refer clients to colleagues.

• Support members using helpful technological tools and applications
• Provide advice about banking transactions and operations
• Promote Desjardins products, services, and distribution channels
• Address transaction issues and provide prevention information
• Refer specialized needs to appropriate colleagues and partners

• Related high school diploma
• At least two years of relevant experience
• French knowledge is required
• Strong customer focus and effective communication
• Action-oriented, tech savvy, and adaptable learner

Use banking advice, customer focus, and digital solutions to strengthen member and client experiences at Desjardins onsite.