Advisory Agent, Member and Client

Temporary position for 12 months. The work mode arrangement for the position is full-time on site.

As a member and client experience advisory agent at Desjardins Ontario Credit Union, you help give members and clients a better experience, ensuring they are satisfied. You promote cooperative values, support banking transactions, and provide advice on products and services. You are a proud ambassador of digital solutions and advise members and clients on their use. You ensure financial transactions go smoothly while addressing any issues that may arise and provide information on technological tools and safety.

• Support members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own.
• Contribute to business development and maintain business relationships through service delivery and activities.
• Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners.
• Stay on top of the latest standards, products and services in your field.
• Adhere to compliance, security and risk management rules.

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment
• Benefits apply based on eligibility criteria.

• High school diploma in a related field
• A minimum of one year of relevant experience (other combinations of qualifications and experience may be considered)
• Permit, certification, attestation, certificate – Do not confuse a certificate (diploma) with a certification
• Strong communication skills in French, English and Spanish, both oral and written (due to the nature of the duties or work tools or because the position involves interactions with partners, members and/or clients)
• Available to travel
• Available to work on Thursday until 6:15 pm

• Action oriented
• Communicates effectively
• Customer Focus
• Embraces differences
• Nimble learning
• Situational adaptability
• Tech savvy

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or this job more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!