Advisory Agent, Member and Client Experience

Job Overview

We are looking for a Client Experience Advisory Agent to work full‑time on site, helping members and clients improve their banking experience. The role involves promoting cooperative values, supporting members with transactions, identifying business opportunities, advising on digital solutions, and ensuring smooth financial transactions.

Responsibilities

• Support members and clients by guiding them through technological tools and applications.
• Assist clients with financial transactions and address any issues.
• Contribute to business development and maintain business relationships through service delivery and activities.
• Assist clients who have encountered fraud or irregularities and refer them to appropriate partners.
• Stay current on standards, products and services in the field.
• Adhere to compliance, security and risk‑management rules.

Benefits

• Competitive salary and...

Ready to Apply?

Submit your application today and join our talented team at Desjardins Group.