Job opportunity
Desjardins Client Experience Advisory Agent
Desjardins
Support Desjardins members and clients full-time on site through personalized banking advice, digital guidance, and attentive service. Help create welcoming experiences while addressing financial needs.
As a member and client experience advisory agent, you support banking transactions and promote Desjardins products, services, and distribution channels. You identify business opportunities, recommend personalized solutions, and refer specialized needs to colleagues. You also help clients use technological tools and applications independently.
Key Responsibilities:
Welcome members and clients while listening to their needs
Provide advice about banking transactions and financial empowerment
Promote Desjardins products, services, and distribution channels
Guide clients through digital tools and applications
Refer specialized needs to appropriate colleagues and partners
Requirements:
High school diploma in a related field
Minimum two years of relevant experience
Knowledge of French is required
Customer-focused and effective communication skills
Tech savvy and adaptable approach
Bring customer focus, digital confidence, and personalized banking guidance to Desjardins member and client service.
#J-18808-Ljbffr
Apply on source site As a member and client experience advisory agent, you support banking transactions and promote Desjardins products, services, and distribution channels. You identify business opportunities, recommend personalized solutions, and refer specialized needs to colleagues. You also help clients use technological tools and applications independently.
Key Responsibilities:
Welcome members and clients while listening to their needs
Provide advice about banking transactions and financial empowerment
Promote Desjardins products, services, and distribution channels
Guide clients through digital tools and applications
Refer specialized needs to appropriate colleagues and partners
Requirements:
High school diploma in a related field
Minimum two years of relevant experience
Knowledge of French is required
Customer-focused and effective communication skills
Tech savvy and adaptable approach
Bring customer focus, digital confidence, and personalized banking guidance to Desjardins member and client service.
#J-18808-Ljbffr