Advisory Agent, Member and Client Experience

Desjardins Group; Alexandria; Presencial; CAD 42.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

Annual bonus

4 weeks flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Descripción de la vacante

Desjardins Ontario Credit Union - Alexandria Branch is seeking a client experience advisory agent for a five-month, full-time on-site assignment. You will help members with banking transactions, answer questions, promote Desjardins products, and deliver personalized solutions while upholding cooperative values.

You will identify opportunities, support digital tools, assist with fraud issues, and ensure smooth transactions.

Formación

• High school diploma or equivalent.
• At least one year of relevant experience.
• Other combinations of qualifications and experience may be considered.

Responsabilidades

• Support members and clients by explaining technology tools and apps for self-service.
• Contribute to business development and maintain relationships through service delivery.
• Assist members with fraud or irregularities and refer to partners.
• Stay updated on current standards, products, and services.
• Adhere to compliance, security, and risk management rules.

Conocimientos

Bilingual (French & English)

Customer-focused

Tech-savvy

Data entry

Strong communication

Educación

High school diploma

Herramientas

CRM systems

Digital banking tools

Descripción del empleo

Temporary position for five months. The work mode arrangement for the position is full-time on site. As a member and client experience advisory agent at Desjardins Ontario Credit Union - Alexandria Branch, 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, and helping them with their financial empowerment. You promote the organization's cooperative values through the support you provide. You support and provide advice to members and clients about their banking transactions. You promote all Desjardins products and services, and the various distribution channels available. You are attentive to members' and clients' needs so you can offer them personalized solutions. You identify business opportunities, and refer members and clients to colleagues who can help them with specialized needs. You are a proud ambassador of digital solutions and you advise members and clients on their use. You ensure that financial transactions go smoothly, while addressing any issues that may arise. You provide information and support on the use of technological tools, while sharing advice about prevention and safety.

Key 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.

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.

Qualifications

• High school diplomas in a related field
• A minimum of one year of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered

Skills and Competencies

• Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients.
• 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

Equality, Diversity and Inclusion

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.