Advisory Agent for Client Experience
Location
casselman, on
Job Type
Full-time
Category
Other-General
Posted
June 17, 2026
Elevate client satisfaction as an Advisory Agent for Client Experience at Desjardins Ontario Credit Union. You’ll work full-time to ensure financial transactions run smoothly for members.
This position offers a temporary 12-month opportunity aimed at enhancing member interactions through exceptional service and expert advice. Educate clients on technological tools, assist with transactions, and navigate fraud issues while maintaining compliance standards. Your role is vital in keeping members informed and satisfied.
Key Responsibilities:
• Guide members on tech applications for smooth transactions
• Strengthen business development through effective service
• Assist clients facing fraud and coordinate with partners
• Stay current with new products and regulatory requirements
• Ensure adherence to security measures
Requirements:
• High school diploma in a relevant field
• Minimum one year of related experience
• Strong communication in French, English, an...
This position offers a temporary 12-month opportunity aimed at enhancing member interactions through exceptional service and expert advice. Educate clients on technological tools, assist with transactions, and navigate fraud issues while maintaining compliance standards. Your role is vital in keeping members informed and satisfied.
Key Responsibilities:
• Guide members on tech applications for smooth transactions
• Strengthen business development through effective service
• Assist clients facing fraud and coordinate with partners
• Stay current with new products and regulatory requirements
• Ensure adherence to security measures
Requirements:
• High school diploma in a relevant field
• Minimum one year of related experience
• Strong communication in French, English, an...