Agent-conseil ou agente-conseil, Expérience membre et client

Main Responsibilities

• Support members and clients by telling them about existing applications and technological tools that can help them do transactions and operations on their own.

• Contribute to business development and maintain business relationships through service delivery and activities. 

• Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners.

• Stay on top of the latest standards, products and services in your field.

• Uphold compliance, security and risk management standards.

• Knowledge of all counter and convenience products and services

• Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors

• Knowledge of integrating data into systems

• Knowledge of security measures, legal framework and internal controls

• Understanding of the philosophy and fundamentals of financial services cooperatives

• Knowledge of operating procedures related to convenience products and services and automated and assisted transactions

• Knowledge of service standards

Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Caisse d'économie Desjardins de la métallurgie des produits forestiers (Conv_Col_00035) (2015-07-01 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-15