Advisory Agent, Member and Client Experience

Job Overview

As a member and client experience advisory agent, you help give members and clients a better experience, ensuring they are satisfied, feel welcome, and addressing their needs. You provide advice on banking transactions, promote Desjardins products and services, support digital solutions, and ensure financial transactions go smoothly.

Key Responsibilities

• Support members and clients by telling them about technological tools and applications that enable them to perform transactions independently.
• Contribute to business development and maintain business relationships through service delivery and activities.
• Assist members and clients who encounter fraud or irregularities, and ensure referral to appropriate partners.
• Stay updated on the latest standards, products and services in your field.
• Adhere to compliance, security and risk management rules.

What we offer

• Competitive salar...