Client Experience Advisory Agent Role

Join Desjardins as a Client Experience Advisory Agent and elevate satisfaction for members with tailored financial guidance. Work on-site full-time to promote cooperative values and technology.
In this role, you will help clients navigate financial products and services while ensuring a welcoming environment. You will assist in account openings, financial transactions, and provide support on technological tools that empower members in their finances. Your aim will be to create meaningful interactions that lead to overall client satisfaction.
Key Responsibilities:
• Support clients with financial transactions and tools
• Contribute to business development through excellent service
• Assist clients facing fraud issues and resolve cases
• Stay updated on trends and standards in finance
• Uphold compliance and risk management protocols
Requirements:
• High school diploma in a related area
• Three years of relevant experience required
• Proficiency in French...