Advisory Agent, Member and Client Experience

Overview

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

Required As a member and client experience advisory agent, you help give members and clients a better experience, ensure they are satisfied, and assist with financial empowerment. You promote the organization's cooperative values through the support you provide. You support and provide advice to members and clients about their banking transactions. You promote Desjardins products and services and the available distribution channels. You are attentive to members' and clients' needs so you can offer them personalized solutions, identify business opportunities, and refer members and clients to colleagues who can assist with specialized needs. You are a proud ambassador of digital solutions and advise members and clients on their use. You help ensure that financial transactions go smoothly, address any issues, and provide information and support on the use of technological tool...