Client Advisory Agent

Position: Client Experience Advisory Agent - Desjardins
Location: Saint-Félicien

Enhance client satisfaction as an Advisory Agent port financial empowerment and promote technologies for a better member experience in this full-time on-site role.

As an Advisory Agent, you will focus on member and client experiences by addressing their needs and providing tailored financial solutions. With a cooperative values foundation, you will promote Desjardins products, offering guidance on banking transactions and digital solutions.

Your role includes ensuring smooth financial transactions while identifying business opportunities for personalized support.

Key Responsibilities:

• Support clients with technology tools for independent transactions

• Develop business relationships through service delivery

• Assist clients with fraud issues, referring them to partners

• Stay updated on Desjardins products and services

• Adhere to compliance, security, and risk management rules

Requirements:

• High school diploma in a related field

• Minimum two years of relevant experience

• Fluent in French

• Strong customer focus and communication skills

• Tech-savvy with situational adaptability

Become an ambassador for Desjardins by providing exceptional service and guidance to members and clients.