Member Client Advisory Agent

Position: Member Client Experience Advisory Agent
Support member and client experience through financial guidance, digital solutions, and personalized service in a remote role with Desjardins. French is required.
As a member and client experience advisory agent, you welcome people, listen to their needs, and support their financial empowerment. You advise on Desjardins products, services, and distribution channels while opening accounts and processing transactions. You also identify business opportunities, refer specialized needs, and promote cooperative values through service.

Key Responsibilities:

Explain applications and technological tools for self-service transactions
Contribute to business development and maintain relationships
Assist fraud or irregularity cases and process transactions
Monitor current standards, products, and services
Uphold compliance, security, and risk management standards
Requirements:
High school diploma in a related field
Minimum three years of relevant experience
Knowledge of French is required
Knowledge of financial products, services, and distribution channels
Knowledge of security measures, legal frameworks, and internal controls
Bring customer focus, technological confidence, and financial services knowledge to Desjardins member and client support.