Advisory Agent, Member and Client Experience
@ Desjardins

La Malbaie, QC
CA$80,000
On Site
Full Time
Posted 9 hours ago

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XXXXXXXX XXXXXXXXXXXXX XXXXXXXX***** @desjardins.com
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Job Details

Overview

Join Desjardins as an Advisory Agent, Member and Client Experience professional. You will improve the experience of members and clients by advising on banking transactions, promoting products and services, and guiding customers towards digital solutions.

Responsibilities

  • Advise members on using banking applications and digital tools.
  • Welcome clients warmly and assess their needs quickly.
  • Contribute to business development and maintain client relationships.
  • Assist clients encountering fraud or irregularities by referring them appropriately.
  • Collaborate with personal finance advisors to enhance service delivery.

Benefits

  • Competitive salary and annual bonus
  • Four weeks of flexible vacation starting in the first year
  • Defined benefit pension plan
  • Group insurance including telemedicine
  • Reimbursement for health, wellness expenses, and telework equipment

Employee Commitment

Desjardins is committed to equity, diversity, and inclusion. They welcome differences and offer accommodations during the recruitment process.

Key skills/competency

  • Banking
  • Advisory
  • Client Service
  • Digital Solutions
  • Fraud Prevention
  • Business Development
  • Communication
  • Relationship Management
  • Team Collaboration
  • Problem Solving
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How to Get Hired at Desjardins

🎯 Tips for Getting Hired

  • Customize your resume: Highlight customer service and digital skills.
  • Research Desjardins: Understand their mission and culture.
  • Prepare examples: Have clear banking transaction case studies.
  • Practice interviews: Focus on client experience scenarios.

📝 Interview Preparation Advice

Technical Preparation

Study digital banking applications.
Understand mobile security protocols.
Review fraud prevention procedures.
Familiarize with banking transaction systems.

Behavioral Questions

Demonstrate customer empathy.
Show teamwork in past roles.
Explain conflict resolution strategies.
Discuss adaptability in service.

Frequently Asked Questions