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Member Experience Advisor
Job in
Terrebonne, Montréal, Province de Québec, Canada
Listed on 2026-11-02
Listing for:
Desjardins
Full Time
position Listed on 2026-11-02
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Sales -
Customer Service/HelpDesk
Bank Customer Service
Job Description & How to Apply Below
Location: Terrebonne
Support members and clients full-time on site through financial guidance, personalized service, and digital tools that simplify transactions and operations.
As a Member and Client Experience Advisory Agent at Desjardins, you help create satisfying experiences while promoting cooperative values. You advise on financial products, services, and distribution channels, open accounts, process transactions, and identify opportunities. Your work also includes personalized referrals, fraud assistance, and technology support.
Key Responsibilities:- Welcome members and clients while addressing their financial needs
- Advise on Desjardins products, services, and distribution channels
- Open accounts and support financial transactions
- Promote applications and technological tools for self-service
- Assist with fraud cases and process required transactions
- High school diploma in a related field
- Minimum three years of relevant experience
- Knowledge of French required
- Knowledge of security measures and internal controls
- Understanding of financial services cooperatives
Bring customer focus, financial services knowledge, and digital confidence to Desjardins member and client support.
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