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Advisory Agent for Enhanced Member and Client Financial Services
Desjardins
π
plessisville, Canada
Location
plessisville
Posted
June 05, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Elevate client interactions by becoming an advisory agent dedicated to member satisfaction and financial empowerment. Support clients with personalized banking insights and technology solutions.
This full-time, on-site position spans 7 months, where you'll play a crucial role in member and client experiences. You will be expected to actively engage with clients, understanding their needs while ensuring smooth financial transactions. Your support will help reinforce cooperative values and encourage the effective use of available banking tools in your community.
Key Responsibilities:
β’ Assist clients with understanding banking applications
β’ Foster business development through exemplary service
β’ Direct clients facing fraud to the right resources
β’ Stay updated on banking products and standards
β’ Commit to compliance and risk management protocols
Requirements:
β’ High school education in a relevant area
β’ At ...
This full-time, on-site position spans 7 months, where you'll play a crucial role in member and client experiences. You will be expected to actively engage with clients, understanding their needs while ensuring smooth financial transactions. Your support will help reinforce cooperative values and encourage the effective use of available banking tools in your community.
Key Responsibilities:
β’ Assist clients with understanding banking applications
β’ Foster business development through exemplary service
β’ Direct clients facing fraud to the right resources
β’ Stay updated on banking products and standards
β’ Commit to compliance and risk management protocols
Requirements:
β’ High school education in a relevant area
β’ At ...