Advisory Agent, Member and Client Experience, New Liskeard

Position Temporary position for six months (on‑call). The work mode arrangement is full‑time onsite.

Responsibilities As a member and client experience advisory agent, you help give members and clients a better experience and ensure they are satisfied. You promote the organization’s cooperative values by supporting clients and members with their banking transactions, promoting Desjardins products and services, listening to their needs, and offering personalized solutions. You identify business opportunities and refer clients to colleagues who can meet specialized needs. You advise on the use of digital solutions and ensure financial transactions are smooth, while addressing any issues that arise.

More specifically, you will be required to:

Support members and clients by explaining technological tools and applications that help them perform transactions and operations independently.

Contribute to business development and maintain relationships through service delivery and activities.

Assist members and clients who have encountered fraud or irregularities, ensuring they are referred to the appropriate partners.

Stay current on 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

Salary range: $40,426 to $52,317 per year

Four weeks of flexible vacation beginning 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 diploma or related field

At least one year of relevant experience (other combinations of qualifications and experience may be considered)

Strong communication skills in French, English, and Spanish, both oral and written

Knowledge of all convenience services products and services

Knowledge of Desjardins products and services for caisse members and business centers, components, and distribution networks, and competitor services

Ability to enter data into 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, automated and assisted transactions

Knowledge of service standards

Professional Attributes

Action oriented

Effective communicator

Customer focus

Adaptability and nimble learning

Tech savvy

Equal Opportunity At Desjardins, we believe in equity, diversity and inclusion. We are 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. We have zero tolerance for discrimination of any kind and believe our teams should reflect the diversity of the members, clients and communities we serve.

Job Family Member/client sales and service (FG)

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