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 at Caisse Desjardins de Sainte-Agathe-des-Monts, you help give members and clients a better experience, ensuring they are satisfied and empowered in their financial endeavors. You promote the organization’s cooperative values through the support you provide.

Responsibilities

• Support members and clients by telling them existing applications and technological tools that can help them perform transactions and operations independently.
• Contribute to business development and maintain business relationships through service delivery and activities.
• Assist members and clients who have encountered fraud or irregularities.
• Monitor and process transactions required to settle their cases.
• Stay on top of the latest standards, products and services in your field.
• Uphold compliance, security and risk...