Advisory Agent, Member and Client Experience

Desjardins Group; Canada; Remote; CAD 50,000 - 70,000; Full time

Job summary

A financial services company in Montreal is seeking a member and client experience advisory agent to enhance customer interactions by advising on banking transactions and promoting digital solutions. The ideal candidate will support clients with technological tools and contribute to business development. This role offers a competitive salary, annual bonuses, and a comprehensive benefits package, including a pension plan and flexible vacation.

Benefits

Competitive salary

Annual bonus

Flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Qualifications

• Experience in customer service or retail.
• Strong communication skills.
• Ability to advise on financial products and services.

Responsibilities

• Support members with banking applications and tools.
• Contribute to business development and maintain client relationships.
• Assist clients in cases of fraud or irregularities.

Job description

?Many opportunities are currently available in the Montreal area.

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.

What we offer

• 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.

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)