📍 Local Job Near You
Onsite Advisory Agent Elevating Client and Member Experiences
Desjardins
📍
val d'or, Canada
Location
val d'or
Posted
June 03, 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
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...
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...