Advisory Agent Member and Client Experience
@ Desjardins

Saint-Raymond, QC
CA$60,000
On Site
Full Time
Posted 6 hours ago

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XXXXXXXXX XXXXXXXXXXXXX XXXXXXX****** @desjardins.com
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Job Details

About the Opportunity

At Desjardins, the Advisory Agent Member and Client Experience role is centered on enhancing the service experience for members and clients. The role involves advising on banking transactions, promoting Desjardins products, and being an ambassador for digital solutions.

Main Responsibilities

  • Support members using existing applications and technological tools.
  • Welcome members warmly and assess their needs promptly.
  • Contribute to business development and sustain client relationships.
  • Assist with fraud or irregularities and direct to appropriate partners.
  • Collaborate with personal finance advisors to enhance service.

Benefits & Perks

The position offers a competitive salary and annual bonus, 4 weeks of flexible vacation starting in the first year, a defined benefit pension plan, group insurance with telemedicine, and reimbursement for health, wellness, and telework equipment.

Inclusivity and Accessibility

Desjardins is committed to equity, diversity, and inclusion and provides accommodations throughout the recruitment process to ensure a positive experience for all candidates.

Key skills/competency

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

🎯 Tips for Getting Hired

  • Research Desjardins culture: Understand mission, values, and recent news.
  • Customize your resume: Highlight client service and banking skills.
  • Prepare for interviews: Know digital solutions and fraud protocols.
  • Network strategically: Connect on LinkedIn and professional groups.

📝 Interview Preparation Advice

Technical Preparation

Review digital tool user guides.
Practice fraud detection protocols.
Study common banking software.
Brush up on transaction process operations.

Behavioral Questions

Describe handling challenging client issues.
Explain teamwork in fast-paced environments.
Discuss examples of empathy with clients.
Share past conflict resolution experiences.

Frequently Asked Questions