Advisory Agent, Member and Client Experience

Desjardins Group; Amos; Hybrid; CAD 40,000 - 50,000; Full time

Job summary

A financial services provider in Amos, Canada is looking for a member and client experience advisory agent. This role involves supporting clients with banking transactions, helping them utilize digital tools, and fostering business relationships. Benefits include a competitive salary, pension plan, and flexible vacation. The ideal candidate will possess strong communication skills and a customer-focused approach. This opportunity is hybrid, aligning with modern work practices.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Responsibilities

• Support members and clients with existing applications and tools for transactions.
• Contribute to business development and maintain business relationships through service delivery.
• Assist members with fraud or irregularities, referring them to appropriate partners.

Skills

Action oriented

Collaborates

Communicates effectively

Customer Focus

Innovation

Interpersonal Savvy

Job description

Several opportunities are currently available in the Abitibi-Témiscamingue region.

As a member and client experience advisory agent, you improve the experience of members and customers by advising them on their banking transactions and promoting Desjardins products and services. You are also an ambassador for digital solutions, helping members to use technological tools safely. More specifically, you will be required to:

Responsibilities

• Support members and clients by telling them existing applications and technological tools 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.

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.

What you bring to the table

Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application. Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education.

Action oriented, Collaborates, Communicates effectively, Customer Focus, Innovation, Interpersonal Savvy

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#LI-Hybrid

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!

Job Family

Member/client sales and service (FG)