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⏰ Full-time

Onsite Advisory Agent Elevating Client and Member Experiences

Desjardins
Location 📍 val d'or, Canada
Posted 📅 May 29, 2026
Work Type ⏰ Full-time

Position Overview

Enhance the client experience as an Onsite Advisory Agent, dedicated to financial empowerment and satisfaction. Lead with attentive service and personalized solutions in a full-time role.
This position centers on promoting positive experiences for clients and members while addressing their financial needs. With a background in client service, you'll guide users through banking transactions and technological tools, advocating for member-focused values. You will also manage business relationships vital for community enhancement and outreach.
Key Responsibilities:
• Educate members on self-service banking technologies
• Maintain strong relationships through service delivery
• Support clients facing fraud and direct them appropriately
• Stay informed on advancements in products and services
• Adhere to compliance and risk management policies
Requirements:
• High school diploma or equivalent experience
• Minimum two years in a relevant client-facing role
• C...

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Job Details

Employment Type
Full-time
📊
Category
Other-General
🏠
Work Arrangement
On-site
📍
Location
val d'or, Canada