Client Experience Advisory Agent at Desjardins
Desjardins • varennes, Canada
Role Description
Enhance member satisfaction as a full-time Client Experience Advisory Agent at Desjardins. You'll empower clients and ensure they feel valued while promoting banking solutions.
In this role, your focus will be on delivering superior member and client experiences. You will listen to needs, promote cooperative values, and ensure smooth financial transactions. Your expertise in Desjardins products and services will guide clients to personalized solutions and digital tools.
Key Responsibilities:
• Support clients with applications for independent transaction management
• Develop business relationships through tailored service delivery
• Assist clients facing fraud, ensuring proper referrals
• Stay informed on the latest products and services
• Uphold security, compliance, and risk management standards
Requirements:
• High school diploma in a related field
• At least two years of relevant experience
• Pro...
In this role, your focus will be on delivering superior member and client experiences. You will listen to needs, promote cooperative values, and ensure smooth financial transactions. Your expertise in Desjardins products and services will guide clients to personalized solutions and digital tools.
Key Responsibilities:
• Support clients with applications for independent transaction management
• Develop business relationships through tailored service delivery
• Assist clients facing fraud, ensuring proper referrals
• Stay informed on the latest products and services
• Uphold security, compliance, and risk management standards
Requirements:
• High school diploma in a related field
• At least two years of relevant experience
• Pro...