[Hiring] Advisory Agent, Member and Client Experience @Desjardins

Role Description

As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes:

• Making sure they feel welcome
• Listening to and addressing their needs
• Helping them with their financial empowerment

You promote the organization's cooperative values through the support you provide. Your responsibilities include:

• Supporting and advising members and clients on available financial products and services
• Promoting various distribution channels available
• Opening accounts and assisting with financial transactions
• Identifying business opportunities and referring members and clients to colleagues for specialized needs
• Acting as an ambassador of digital solutions and advising on their use
• Ensuring smooth financial transactions and addressing any issues that arise
• Providing information and support on technological tools, including advice about prevention and safety

More specifically, you will be required to:

• Support members and clients by informing them about existing applications and technological tools
• Contribute to business development and maintain business relationships through service delivery and activities
• Assist members and clients who have encountered fraud or irregularities
• Monitor and process transactions required to settle cases
• Stay updated on the latest standards, products, and services in your field
• Uphold compliance, security, and risk management standards

Qualifications

• High school diploma in a related field
• A minimum of three years of relevant experience
• Knowledge of French is required
• Knowledge of all counter and convenience products and services
• Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres
• Knowledge of integrating data into systems
• Knowledge of security measures, legal framework, and internal controls
• Understanding of the philosophy and fundamentals of financial services cooperatives
• Knowledge of operating procedures related to convenience products and services and transactions
• Knowledge of service standards
• Action oriented, effective communication, customer focus, nimble learning, situational adaptability, tech savvy

Requirements

• Other combinations of qualifications and relevant experience may be considered

Benefits

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

Benefits apply based on eligibility criteria.

Company Description

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. We have zero tolerance for discrimination of any kind and 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!