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Client Advisory Agent
Job in
Mirabel, Montréal, Province de Québec, Canada
Listed on 2026-06-23
Listing for:
Desjardins
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Job Description & How to Apply Below
Location: Mirabel
Join Caisse Desjardins de l'Envolée as a full-time Client Experience Advisory Agent and make a difference in member satisfaction. Provide tailored advice to enhance banking experiences.
This role requires a person dedicated to fostering strong member relations through personalized banking solutions. Your knowledge of Desjardins products, services, and advanced technological tools will help clients navigate their financial dealings with confidence. You will act as a crucial point of contact, ensuring clients feel supported and informed.
Key Responsibilities:
• Guide members on using technological banking tools
• Assist in building strong business relationships
• Address issues related to fraud and irregularities
• Stay informed about new financial products and services
• Adhere to compliance and risk management standards
Requirements:
• High school diploma in a related area
• At least two years of relevant experience
• Proficiency in French is mandatory
• Consideration of alternate qualifications
Elevate member experience and leverage your skills in banking services at Caisse Desjardins.
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