Advisory Agent, Member and Client Experience (Terrebonne)

Job Overview

We are looking for a Client Experience Advisory Agent to work full‑time on site, helping members and clients improve their banking experience. The role involves promoting cooperative values, supporting members with transactions, identifying business opportunities, advising on digital solutions, and ensuring smooth financial transactions. Responsibilities

Support members and clients by guiding them through technological tools and applications. Assist clients with financial transactions and address any issues. Contribute to business development and maintain business relationships through service delivery and activities. Assist clients who have encountered fraud or irregularities and refer them to appropriate partners. Stay current on standards, products and services in the field. Adhere to compliance, security and risk‑management rules. Benefits

Competitive salary and annual bonus. Four weeks of versatile vacation starting in the first year. Defined benefit pension plan providing predictable, stable income throughout retirement. Group insurance, including telemedicine. Reimbursement for health and wellness expenses and telework equipment. Qualifications

High school diploma in a related field. Minimum of two years of relevant experience (other combinations may be considered). Knowledge of French (required). Knowledge of Desjardins products and services for caisse members, business centre products, distribution networks, and competitor offerings. Familiarity with convenience services products and services. Ability to enter data into systems. Understanding of security measures, legal frameworks and internal controls. Understanding of the philosophy and fundamentals of financial services cooperatives. Knowledge of operating procedures for convenience products and automated, assisted transactions. Knowledge of service standards. Action‑oriented, effective communication skills, customer focus, adaptability, nimble learning, situational adaptability, and tech‑savvy. Trade union membership, if applicable. EEO Statement

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 our differences, embracing uniqueness, and providing a positive workplace for all. 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 theres something we can do to help make the recruitment process or the job youre applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

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