Advisory Agent, Member and Client Experience

Overview

The work mode arrangement for the position is full-time on site. As a member and client experience advisory agent, you help give members and clients a better experience, ensure they are satisfied, make them feel welcome, listen to and address their needs, and help them with their financial empowerment. You promote the organization's cooperative values through the support you provide. You support and provide advice to members and clients about their banking transactions. You promote all Desjardins products and services, and the various distribution channels available. You are attentive to members' and clients' needs so you can offer them personalized solutions. You identify business opportunities, and refer members and clients to colleagues who can help them with specialized needs.

Responsibilities

• Advise members and clients on the use of technological tools and applications that enable self-service transactions.
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