Posted yesterday
Agent, Conseil - Expérience membre et client
@ Caisse Desjardins Ontario Credit Union Inc.
Ottawa, Ontario
Overview
Caisse Desjardins Ontario Credit Union Inc. is hiring a part-time Agent, Conseil - Expérience membre et client to support members and clients with self-service digital tools, business development, fraud assistance and referrals. The role requires knowledge of Desjardins and competitor financial products, service standards, and compliance and security rules. The posting states other combinations of training and experience may be considered.
Responsibilities:
- Soutenir les membres dans l'utilisation des outils technologiques
- Contribuer au développement d'affaires
- Aider les membres victimes de fraude
- Se tenir informé des normes et produits
- Respecter les règles de conformité et de sécurité
Requirements summary:
- Connaissance des produits et services Desjardins et concurrents
- Capacité de saisie de données dans les systèmes
- Connaissance des mesures de sécurité et contrôles internes
- Compréhension des services financiers coopératifs
- Connaissance des normes de service
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-11-11
- First seen by our source
- 2026-11-12
- Source record updated
- 2026-11-12
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Customer service |
| Travel | air: none · ground: none |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | French |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Caisse Desjardins Ontario Credit Union Inc.
| Field | Value |
|---|---|
| Open jobs on Jobsy | 9 |
Main responsibilities
Support members and clients by telling them about technological tools and applications 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.
Adhere to compliance, security and risk management rules.
Other combinations of training and experience may be considered.
Knowledge of all convenience services products and services
Knowledge of Desjardins products and services for caisse members, products and services offered by Desjardins Business centres, components and distribution networks and channels, and products and services offered by competitors
Ability to enter data in the systems
Knowledge of security measures, legal frameworks 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
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)
Job Family
Member/client sales and service (FG)Unposting Date
2026-11-14Journal
Only you can see this. Kept on this device, and in your account when you sign in.