Client Experience Advisory Agent
D
Desjardins
📍 boucherville, montérégie, Canada
Job Description
Enhance member satisfaction as a full-time Client Experience Advisory Agent. Support clients with their banking needs and promote Desjardins' cooperative values through personalized advice.
In this role, you will ensure members and clients feel welcomed and empowered. Your focus will be on addressing individual financial needs, promoting Desjardins products, and assisting with smooth transactions. By identifying business opportunities, you will connect clients to specialized services and advocate for technology solutions.
Key Responsibilities:
• Support members in using technological tools for transactions
• Build business relationships through exceptional service
• Guide clients experiencing fraud or irregularities
• Stay updated on industry standards and products
• Maintain compliance with security and risk management
Requirements:
• High school diploma in a related field
• Minimum two years of relevant experience
• Proficiency in French
• Knowledg...
In this role, you will ensure members and clients feel welcomed and empowered. Your focus will be on addressing individual financial needs, promoting Desjardins products, and assisting with smooth transactions. By identifying business opportunities, you will connect clients to specialized services and advocate for technology solutions.
Key Responsibilities:
• Support members in using technological tools for transactions
• Build business relationships through exceptional service
• Guide clients experiencing fraud or irregularities
• Stay updated on industry standards and products
• Maintain compliance with security and risk management
Requirements:
• High school diploma in a related field
• Minimum two years of relevant experience
• Proficiency in French
• Knowledg...