Advisory Agent, Member and Client Experience

Support members and clients by explaining technological tools and applications for independent transactions. Address their needs to ensure satisfaction while promoting Desjardins products and digital solutions. Assist individuals encountering fraud or irregularities by referring them to appropriate partners. Contribute to business development through service delivery and maintain relationships with members and clients. Stay current on industry standards, products, and services while adhering to compliance, security, and risk management rules. Ensure financial transactions proceed smoothly and provide safety advice regarding technological tools.