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 Thérèse-De Blainville, you will enhance the experience of our members and clients and ensure their satisfaction. This involves, among other things, providing a welcoming greeting, active listening, addressing their needs, and guiding them in managing their financial autonomy. Through this guidance, you will promote the cooperative values of Desjardins. You will assist members and clients with their banking transactions and advise them on the various Desjardins products and services, as well as the different distribution channels available. You will listen to their needs to offer tailored solutions. You will identify business opportunities and direct members and clients to specialized services. You will be a proud ambassador of digital solutions and provide advice on their use. You will ensure the smooth conduct of financial transactions and, if necessary, handle problem resolution. You will emphasize information and guidance on the use of technological tools, incorporating prevention and security advice. Specifically, you will:

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

What we offer*

• Competitive salary and annual bonus
• 4 weeks of flexible vacation after 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, wellness, and telework equipment expenses
• *Benefits are subject to eligibility criteria.*
• #LI-Onsite

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
• Knowledge of French is required
• Knowledge of all Desjardins products and services related to current and savings accounts.
• 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 savings products and automated and assisted transactions.
• Knowledge of service standards.
• Availability to work Monday to Friday, including one evening per week

Appreciate differences, Learn with agility, Communicate effectively, Be customer-oriented, Be action-oriented, Master technology, Adapt to situations Equity, diversity, inclusion, and accessibility

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, providing them with a work environment where they will thrive. For us, discrimination in any form is a zero-tolerance policy! We believe that our teams should reflect 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 provided to those who request them at any stage of the recruitment process.

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Union (if applicable)

Job Family

Member and Client Services - Sales (GF)

Closing Date 2026-08-5