Advisory Agent, Member and Client Experience

Desjardins Group; Area A (Egmont/Pender Harbour); On-site; CAD 52,000 - 70,000; Full time

Benefits offered by this job

Salary bonus

Vacation 4 weeks

Pension plan

Insurance including telemedicine

Wellness reimbursements

Telework equipment

Job summary

Desjardins Ontario Credit Union is seeking an Advisory Agent, Member and Client Experience for a 14-month on-site role. You will help members with banking needs, promote Desjardins products, and provide digital-solution guidance while ensuring a welcoming experience.

You will identify opportunities, refer to colleagues for specialized help, and uphold compliance and security standards in all interactions.

Qualifications

• High school diploma in a related field.
• A minimum of one year of relevant experience.
• Other combinations of qualifications and relevant experience may be considered.
• Bilingual communication in English and French is required.

Responsibilities

• Support members and clients by describing tools and apps for self transactions.
• Contribute to business development and maintain client relationships.
• Assist members with fraud or irregularities and refer to partners.
• Stay updated on standards, products and services.
• Adhere to compliance, security and risk management rules.

Skills

Bilingual English/French

Customer focus

Tech savvy

Data entry

Adaptability

Education

High school diploma (related field)

Tools

Data entry systems

Security awareness

Job description

Temporary 14 month position. The work mode arrangement for the position is full-time on site. As an Advisory Agent, Member and Client Experience at Desjardins Ontario Credit Union, 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.

• 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

• 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
• 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
• 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

• * 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.

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!

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.

Trade Union (If applicable) Job Family Member/client sales and service (FG)