Connexion Inscription gratuite
Postuler

Publié hier

Advisory Agent, Member and Client Experience

@ Caisse Desjardins des policiers et policières

Toutes ses offres

Montréal, Québec

Sur placeTemps plein3+ ans d’expérience
Postuler
SIGNAUX

En bref

Caisse Desjardins des policiers et policières is hiring a full-time Advisory Agent, Member and Client Experience, on site. The role helps members and clients with their banking transactions, promotes Desjardins products and digital solutions, and handles fraud cases. The posting requires knowledge of French and at least three years of relevant experience, with a high school diploma in a related field.

Responsabilités :

  • Support members and clients with banking transactions and digital tools
  • Promote Desjardins products, services and distribution channels
  • Help members affected by fraud and process settlement transactions
  • Contribute to business development and refer clients to specialists
  • Uphold compliance, security and risk management standards

Résumé des exigences :

  • High school diploma in a related field
  • Minimum three years of relevant experience
  • Knowledge of French required
  • Customer focus and effective communication
  • Comfort with technology and digital solutions

Outils et compétences

Digital banking applicationsDesjardins distribution channels

Avantages mentionnés

Régime de retraiteCongés payés
Source et dates

Site carrière / système de candidatures · workday

Date publiée par l’employeur
2026-11-12
Première détection par notre source
2026-11-13
Mise à jour du dossier source
2026-11-13

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

Détails du poste

NiveauIntermédiaire
DomaineService à la clientèle
Expérience3 an(s) et plus
Heures par semaine40 (estimé)
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionAssis et debout
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.

Postuler

Caisse Desjardins des policiers et policières

Toutes ses offres
ChampValeur
Offres sur Jobsy3
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 existing applications and technological tools 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. Monitor and process transactions required to settle their cases.
  • Stay on top of the latest standards, products and services in your field.
  • Uphold compliance, security and risk management standards.

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 three 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)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-27

Emplois semblables

  • Advisory Agent - Member and Client Experience

    Sainte-Marie, QC
    Sur placeTemps plein

    Caisse Desjardins de La Nouvelle-Beauce

    3+ ansCandidates need French language knowledge, a high school diploma in a related field, and at least three years of relevant experience, with other combinations of qualifications considered. Strong customer focus, communication, adaptability and comfort with technology are expected.

    Financial products, Provide information, Sales, Regulatory compliance, Risk management, Adaptability

    Advisory Agent - Member and Client Experience

    Sainte-Marie, QC
    Sur placeTemps plein

    Caisse Desjardins de La Nouvelle-Beauce

    3+ ansCandidates need French language knowledge, a high school diploma in a related field, and at least three years of relevant experience, with other combinations of qualifications considered. Strong customer focus, communication, adaptability and comfort with technology are expected.

    Financial products, Provide information, Sales, Regulatory compliance, Risk management, Adaptability

  • Advisory Agent, Member and Client Experience

    Montréal, QC
    Sur placeTemps plein

    Caisse Desjardins des policiers et policières

    3+ ansCandidates need at least three years of relevant experience, with a high school diploma in a related field, though other combinations of qualifications and experience may be considered. French is required, along with strong customer focus and comfort with technology.

    Digital banking applications, Desjardins distribution channels

  • Advisory Agent, Member and Client Experience

    Saint-Hyacinthe, QC
    Sur placeTemps partiel

    Caisse Desjardins de la Région de Saint-Hyacinthe

    2+ ansCandidates need a high school diploma in a related field and at least two years of relevant experience, though other combinations may be considered. Fluent French is required, along with strong customer focus and comfort with technology.

    Provide information, Sales, Regulatory compliance, Risk management, Adaptability

  • Advisory Agent, Member and Client Experience

    Mont-Tremblant, QC
    Sur placeTemps partiel

    Caisse Desjardins du Grand-Mont-Tremblant

    2+ ansCandidates need French and at least two years of relevant experience, with knowledge of financial products, service standards and security rules. High school diplomas in a related field are asked for, and other combinations of experience may be considered.

    Desjardins systems

    Advisory Agent, Member and Client Experience

    Mont-Tremblant, QC
    Sur placeTemps partiel

    Caisse Desjardins du Grand-Mont-Tremblant

    2+ ansCandidates need French and at least two years of relevant experience, with knowledge of financial products, service standards and security rules. High school diplomas in a related field are asked for, and other combinations of experience may be considered.

    Desjardins systems

  • Advisory Agent, Member and Client Experience

    Quebec
    Sur placeTemps plein

    Caisse Desjardins de Sainte-Foy

    3+ ansCandidates need high school diplomas in a related field, at least three years of relevant experience, and French. Other combinations of qualifications and experience may be considered.

  • Advisory Agent, Member and Client Experience

    Sainte-Anne-des-Monts, QC
    Sur placeTemps plein

    Caisse Desjardins Haute Gaspésie

    3+ ansCandidates need a high school diploma in a related field, at least three years of relevant experience, and knowledge of French. Other combinations of qualifications and experience may be considered. Strong customer focus, clear communication and comfort with technology are expected.

    Financial products, Provide information, Sales, Regulatory compliance, Risk management, Adaptability

Lieux et modes de travail

Lieux

Tout le CanadaTélétravail · Hybride · Sur place · Sur le terrain

Astuce : ajoutez le télétravail pour élargir la recherche.

Exclure des lieux

Mode de travail

Offres de cette entreprise dans les résultats

Voici les offres de cette entreprise chargées dans votre recherche. Elle peut avoir d’autres postes ouverts.