Advisory Agent, Member and Client Experience

Desjardins Group; Canada; Vor Ort; CAD 36.000 - 48.000; Vollzeit

Zusammenfassung

Desjardins Group is seeking a temporary on-call advisory agent to enhance member and client experiences, ensuring satisfaction across a range of banking interactions. You will welcome clients, listen to their needs, and offer personalized solutions while promoting Desjardins products and digital tools.

You will identify opportunities, support financial transactions, and refer complex issues to specialists, all while adhering to compliance, security and risk management standards.

Qualifikationen

• High school diploma in related field.
• Two years of relevant experience.
• Knowledge of French is required.
• Strong communication and customer service skills.

Aufgaben

• Support members and clients by explaining Desjardins products and digital tools to help them complete transactions independently.
• Contribute to business development and maintain relationships through service delivery and activities.
• Assist members and clients who encounter fraud or irregularities, referring them to appropriate partners.
• Stay updated on the latest Desjardins standards, products and services and adhere to compliance and risk management rules.

Kenntnisse

French language

Customer service

Communication

Ausbildung

High school diploma

Jobbeschreibung

Temporary position (On call) 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, 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.

More specifically, you will be required to:

• 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.

What you bring to the table

• High school diplomas in a related field
• A minimum of two years of relevant experience
• Knowledge of French is required
• Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy 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!

Trade Union (If applicable)

Trade Union (If applicable)

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.