Support members and clients by telling them about technological tools and applications
Contribute to business development and maintain business relationships
Assist members and clients who have encountered fraud or irregularities
Stay on top of the latest standards, products and services in your field
Adhere to compliance, security and risk management rules

High school diplomas in a related field
A minimum of two years of relevant experience
Knowledge of French is required
Knowledge of Desjardins products and services for caisse members
Knowledge of operating procedures related to convenience products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Available to travel within the territory of the Caisse Desjardins de la Porte-des-Cantons-de-l'Est
Availability to work five days per week, including one evening (Thursday evening)

Advisory Agent, Member and Client Experience

Key skills