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Advisory Agent, Member and Client Experience

@ Caisse Desjardins de l'Est de l'Abitibi

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Canada

Sur placeTemps plein2+ ans d’expérience
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En bref

Caisse Desjardins de l'Est de l'Abitibi is hiring a full-time member and client experience advisory agent on site. The role supports members with banking transactions, promotes Desjardins products and digital tools, refers clients to specialists, and helps those affected by fraud. Knowledge of French is required, with at least two years of relevant experience or other equivalent combinations.

Responsabilités :

  • Support members and clients with banking and digital tools
  • Contribute to business development and relationships
  • Assist members who encountered fraud or irregularities
  • Stay current on products, services and standards
  • Adhere to compliance, security and risk rules

Résumé des exigences :

  • High school diploma in a related field
  • Minimum two years of relevant experience
  • Knowledge of French required
  • Strong customer focus and communication
  • Tech savvy and adaptable learner

Outils et compétences

Digital banking applications
Source et dates

Site carrière / système de candidatures · workday

Date publiée par l’employeur
2026-11-05
Première détection par notre source
2026-11-06
Mise à jour du dossier source
2026-11-06

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauDébutant
DomaineService à la clientèle
Expérience2 an(s) et plus
Heures par semaine40 (estimé)
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesFrench
FormationSecondaire (DES) (exigé)
Avantages mentionnésCongés payés généreux, Horaire flexible, Régime de retraite, Prime de rendement, Mieux-être

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Caisse Desjardins de l'Est de l'Abitibi

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ChampValeur
Offres sur Jobsy2
Description

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 we offer*

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

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
Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy

Equity, Diversity, Inclusion and Accessibility

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!

Trade Union (If applicable)

CAISSE DE L'EST DE L'ABITIBI (80001 / Conv_Col_00050) (2015-07-27 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2027-01-31

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