Location
casselman, on, Canada
Posted
July 13, 2026
Job Description
Enhance client satisfaction as a full-time Advisory Agent at Caisse Desjardins Ontario. Promote financial empowerment and offer personalized solutions while supporting members in a variety of banking services.
In this temporary five-month role, you will engage with members and clients to ensure their banking needs are met. Responsibilities include advising on technology and services, identifying business opportunities, and addressing financial concerns. Your contributions will directly impact member satisfaction through effective communication and service delivery.
Key Responsibilities:
• Promote technological tools to enhance member transactions
• Develop and maintain strong business relationships
• Assist members with fraud or irregularity issues
• Stay informed on products and service standards
• Ensure compliance with security and risk management rules
Requirements:
• High school diploma in a related field
• At least two years of relevant experience
In this temporary five-month role, you will engage with members and clients to ensure their banking needs are met. Responsibilities include advising on technology and services, identifying business opportunities, and addressing financial concerns. Your contributions will directly impact member satisfaction through effective communication and service delivery.
Key Responsibilities:
• Promote technological tools to enhance member transactions
• Develop and maintain strong business relationships
• Assist members with fraud or irregularity issues
• Stay informed on products and service standards
• Ensure compliance with security and risk management rules
Requirements:
• High school diploma in a related field
• At least two years of relevant experience