Advisory Agent, Member and Client Experience

Overview

Temporary position for 4 months (on call). The work mode is full-time on site.

Responsibilities

• As a member and client experience advisory agent, help give members and clients a better experience and ensure that they are satisfied. This includes making sure they feel welcome, listening to and addressing their needs, and helping them with their financial empowerment.
• Promote the organization's cooperative values through the support you provide.
• Support and provide advice to members and clients about their banking transactions.
• Promote all Desjardins products and services, and the various distribution channels available.
• Be 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 help them with specialized needs.
• Be a proud ambassador of digital solutions and advise m...