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Onsite Advisory Agent Elevating Client and Member Experiences

Company

Desjardins

Location

val d'or, abitibi témiscamingue

Posted

May 26, 2026

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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