Advisory Agent, Member and Client Experience
1 week ago
Temporary position for 12 months (On call). The work mode arrangement for the position is full-time on site. As a member and client experience advisory agent, you 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. 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 all Desjardins products and services, and the various distribution channels available. You are attentive to members' and clients' needs so you can offer them personalized solutions. You identify business opportunities, and refer members and clients to colleagues who can help them with specialized needs. You are a proud ambassador of digital solutions and you advise members and clients on their use. You ensure that financial transactions go smoothly, while addressing any issues that may arise. You provide information and support on the use of technological tools, while sharing advice about prevention and safety. More specifically, you will be required to: Support members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own. Contribute to business development and maintain business relationships through service delivery and activities. Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners. Stay on top of the latest standards, products and services in your field. Adhere to compliance, security and risk management rules. What you bring to the table High school diplomas in a related field A minimum of two years of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Knowledge of French is required Knowledge of all convenience services products and services Knowledge of Desjardins products and services for caisse members, products and services offered by Desjardins Business centres, components and distribution networks and channels, and products and services offered by competitors Ability to enter data in the systems Knowledge of security measures, legal frameworks and internal controls Understanding of the philosophy and fundamentals of financial services cooperatives Knowledge of operating procedures related to convenience products and services and automated and assisted transactions Knowledge of service standards #LI-Onsite Action oriented Communicates effectively Customer Focus Differences Nimble learning Situational adaptability Tech savvy Trade Union (If applicable) At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask Job Family Member/client sales and service (FG) Unposting Date 2026-01-18 #J-18808-Ljbffr
-
Advisory Agent Member and Client Experience
1 week ago
Saint-Denis-sur-Richelieu, Canada Desjardins Full timeAdvisory Agent Member and Client Experience Join to apply for the Advisory Agent Member and Client Experience role at Desjardins. 4 days ago – Be among the first 25 applicants. Get AI‑powered advice on this job and more exclusive features. The work mode arrangement for the position is full‑time on site. Job Responsibilities Support members and clients...
-
On-site Member Experience
1 week ago
Carleton-sur-Mer, Canada Desjardins Group Full timeA leading financial institution in Carleton-sur-Mer seeks a Member Experience Advisory Agent for a full-time temporary role. Responsibilities include enhancing client satisfaction, supporting banking transactions, and addressing client needs. Required qualifications consist of a high school diploma, at least two years of relevant experience, and proficiency...
-
Advisory Agent, Member and Client Experience
13 hours ago
Témiscouata-sur-le-Lac, Canada Desjardins Full timeTemporary position for 7 months The work mode arrangement for the position is full-time on site. As a member and client experience advisory agent, you 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...
-
Advisory Agent Member and Client Experience
2 weeks ago
Saint-Jean-sur-Richelieu, Canada Desjardins Full timeLe mode de travail s’appliquant au poste est temps plein sur site As a member and client experience advisory agent, you 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. You promote...
-
Advisory Agent Member and Client Experience
3 hours ago
Saint-Denis-sur-Richelieu, Quebec, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on siteRequiredAs a member and client experience advisory agent, you 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. You promote...
-
Saint-Denis-sur-Richelieu, Canada Desjardins Full timeA financial services cooperative is hiring an Advisory Agent Member and Client Experience in Saint-Denis-sur-Richelieu. The role focuses on supporting clients with transactions, contributing to business development, and handling irregularities. Candidates should have a high school diploma, a minimum of two years of experience, and knowledge of French....
-
Carleton-sur-Mer, Canada Desjardins Full timeAgent-conseil ou agente-conseil, Expérience membre et client-FR Poste temporaire d’une durée de 12 mois (sur appel). Le mode de travail s’appliquant au poste est temps plein sur site. À titre d’agent(e)-conseil, expérience membre et client à la Caisse Desjardins de la Baie-des-Chaleurs, vous veillez à rehausser l’expérience de nos membres et...
-
Banking advisor
1 week ago
Carleton-sur-mer, Canada NBC Full timeAttendance On-Site Job number 26953 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 09-Jun-2025 $ 55200 $ 66900 Salary: $ 55200 - $ 66900 per year Location: Carleton, Quebec City Carleton Province/State Quebec Area(s) of interest: Advisory services, Personal banking A...
-
Customer Experience Associate
2 days ago
Carleton-sur-Mer, Quebec, Canada TD Full time $22 - $27Work Location:Carleton Place, Ontario, CanadaHours:15Line of Business:Personal & Commercial BankingPay Details:$ $27.21 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices...
-
Banking Advisor
4 days ago
Carleton-sur-Mer, Canada National Bank of Canada Full time**Primary Locations**:Carleton-sur-Mer, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Part-time**: **Hours Number**:35**: A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and...
