Digital Banking Experience Advisor

Guide members and clients through digital banking tools as a full-time, on-site Desjardins advisory agent. Use technology expertise and attentive service to help customers complete transactions confidently.

As a Member and Client Experience Advisory Agent, you will advise on technological tools, applications, banking transactions, and available channels. You will also promote Desjardins products and services, identify business opportunities, address irregularities, and refer specialized needs. The position requires French, relevant experience, and knowledge of financial-service procedures.

Key Responsibilities:

• Advise members and clients on digital tools and applications
• Support independent transactions and operations through technology
• Provide information about prevention, safety, and technological tools
• Ensure financial transactions proceed smoothly and address issues
• Stay current on standards, products, and services

Requirements:

• High school diploma in a related field
• At least two years of relevant experience
• Knowledge of convenience services products and services
• Knowledge of automated and assisted transaction procedures
• Understanding of cooperative financial-services fundamentals

Apply your tech-savvy approach, transaction knowledge, and adaptable communication to improve digital banking experiences for Desjardins clients.