Advisory Agent for Member Services

Join Desjardins as an Advisory Agent focused on improving member experiences. Deliver personalized support and promote cooperative values while handling financial inquiries.
In this full-time, on-site temporary position, you will serve as a bridge between clients and Desjardins’ services. Your responsibilities will include guiding clients through banking operations, identifying their needs, and offering tailored solutions to enhance their financial engagement. Your role is pivotal in advocating for digital solutions and addressing any challenges clients may face.
Key Responsibilities:
• Advise clients on digital tools for banking transactions
• Build business relationships through outstanding service
• Help clients experiencing fraud by making necessary referrals
• Keep updated on current services and compliance standards
• Maintain adherence to risk management rules and practices
Requirements:
• High school diploma or equivalent
• At least two years of cu...