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Posted 18 days ago

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

@ Caisse Desjardins Thérèse-De Blainville

Sainte-Thérèse, Quebec

On-sitePart-time
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SIGNALS

Overview

Caisse Desjardins Thérèse-De Blainville is hiring a part-time member and client experience agent to support members with self-service tools, deliver service, help those affected by fraud, and follow compliance rules.

Responsibilities:

  • Aider les membres à utiliser les outils technologiques en libre-service
  • Soutenir les membres victimes de fraude et les diriger vers les bons partenaires
  • Contribuer au développement des affaires et maintenir les relations d'affaires
  • Respecter les règles de conformité, de sécurité et de gestion des risques

Requirements summary:

  • Connaissance des produits et services Desjardins et des concurrents
  • Connaissance des mesures de sécurité, des cadres légaux et des contrôles internes
  • Capacité de saisir des données dans les systèmes
  • Compréhension de la philosophie des coopératives de services financiers
  • Connaissance des normes de service

Tools & skills

Source and dates

Employer career site / ATS feed · workday

Employer posting date
2026-10-26
First seen by our source
2026-10-27
Source record updated
2026-11-10

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

DepartmentCustomer service
Travelair: none · ground: none
Work settingOffice
PositionSitting and standing
Physical demandsphysical low · computer high
LanguagesFrench

Summary and details written by AI from the posting; the employer’s posting is the authority.

Caisse Desjardins Thérèse-De Blainville

FieldValue
Open jobs on Jobsy2
Job description

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

Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy

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

2026-11-24

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