Member and Client Experience Advisor

The work mode for this position is full-time on-site.

As a Member and Client Experience Advisor at Desjardins Caisse de Lévis Bellechasse, you will enhance the experience of our members and clients and ensure their satisfaction. This involves, among other things, your welcoming demeanor, your listening skills, the handling of their needs, and your guidance in managing their financial autonomy. Through this guidance, you will promote the cooperative values of Desjardins. You will accompany members and clients and offer them advice for their banking transactions. You will promote all Desjardins products and services as well as the various distribution channels available. You will be attentive to their needs in order to offer them tailored solutions. You will identify business opportunities and direct members and clients to your colleagues for specialized services. You will be a proud ambassador of digital solutions and offer advice to members and clients on their use. You will ensure the smooth running of their financial transactions, while also handling problem resolution, if necessary. You will emphasize information and guidance on the use of technological tools, while incorporating prevention and security advice. More specifically, you will be required to:

• Accompany members and clients in their operations and transactions, identifying opportunities to inform them of existing applications and technological tools, enabling them to be more autonomous in these activities.
• Contribute to business development and the maintenance of business relationships, through service delivery and activities.
• Accompany members and clients who have been victims of fraud or irregularities and ensure they are directed to designated partners.
• Stay informed of news related to standards, products, or services in your field of activity.
• Comply with compliance, security, and risk management rules.

What we offer

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that ensures a predictable and stable income throughout retirement
• Collective insurance plan including telemedicine services
• Reimbursement of health, well-being, and telework equipment expenses
• Benefits are applicable based on eligibility criteria.

What you will bring

• High school diploma (DES)
• Minimum of two years of relevant experience
• Please note that other combinations of education and relevant experience may be considered
• French language proficiency required
• Knowledge of all Desjardins products and services related to current and convenience.
• Knowledge of all Desjardins products and services for Caisse members and those offered by Desjardins Entreprises, components, distribution networks/channels, and competitors.
• Knowledge of data integration into systems.
• Knowledge of security measures, legal framework, and internal control.
• Knowledge of the philosophy and operation of a financial services cooperative.
• Knowledge of operational procedures related to convenience products and services and automated and assisted transactions.
• Knowledge of service standards.

Appreciate differences, Learn with agility, Communicate effectively, Be customer-oriented, Be action-oriented, Master technology, Adapt to situations

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Union (if applicable)

At Desjardins, we believe in equity, diversity, and inclusion. We are committed to welcoming all individuals, considering and valuing them for who they are, enriching ourselves with their differences and uniqueness, and, most importantly, offering them a work environment where they will feel at home. For us, discrimination, in any form, is a zero-tolerance policy! We believe in the importance of our teams reflecting the diversity of our members, our clientele, and the communities we serve.

If you need assistance to make the recruitment process or the position more accessible, please let us know. Accommodations will be offered to those who request them at any stage of the recruitment process.

Job Family

Member and Client Services - Sales (GF)

Closing Date 2026-09-30