Client Advisory Agent

Enhance member satisfaction as a full-time Client Experience Advisory Agent port client needs, promote financial solutions, and empower clients with technology.

In this full-time position, you will focus on improving client experiences and providing advisory services. Successful candidates will have at least two years of relevant experience and a high school diploma in a related field. You'll advocate for Desjardins' values through client interactions and ensure smooth financial transactions while addressing potential issues.

Key Responsibilities:

• Assist members with banking transactions and product advice

• Promote digital solutions for financial empowerment

• Identify and refer clients to specialized services

• Contribute to business growth through strong relationships

• Address fraud or irregularities with appropriate referrals

Requirements:

• High school diploma in a related field

• Minimum two years of relevant experience

• Knowledge of French is essential

• Strong communication and customer service skills

• Tech-savvy and adaptable to client needs

Bring your expertise in client relations and technology to Desjardins, enhancing member experiences effectively.