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Advisory Agent, Member and Client Experience

📍 Location
saint marc des carrières
⏰ Job Type
Full-time
📅 Posted
June 26, 2026

About the Role

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

Required

As a member and client experience advisory, you improve the experience of members and customers by advising them on their banking transactions and promoting Desjardins products and services. You are also an ambassador for digital solutions, helping members to use technological tools safely.

  • Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own.
  • Welcoming members and customers warmly and courteously, quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels.
  • 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 a...

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