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⏰ Full-time

Onsite Advisory Agent Elevating Client and Member Experiences

Desjardins
Location πŸ“ val d'or, Canada
Posted πŸ“… June 05, 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:
β€’ Educate members on self-service banking technologies
β€’ Maintain strong relationships through service delivery
β€’ Support clients facing fraud and direct them appropriately
β€’ Stay informed on advancements in products and services
β€’ Adhere to compliance and risk management policies

Requirements:
β€’ High school diploma or equivalent experience
β€’ Minimu...

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Job Details

⏰
Employment Type
Full-time
πŸ“Š
Category
Sales
🏠
Work Arrangement
On-site
πŸ“
Location
val d'or, Canada