Advisory Agent, Member and Client Experience

Desjardins Group; Capitale-Nationale; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services group in Quebec is seeking a Member Experience Advisory to support clients with their banking needs. This full-time on-site position involves advising members on transactions, promoting services, and ensuring safe use of digital tools. The successful candidate will collaborate with finance advisors and contribute to business development. Competitive salary, annual bonus, flexible vacation, and a robust pension plan are offered as part of the benefits package.

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

Qualifications

• Experience in supporting member transactions and operations.
• Ability to warmly welcome and assess customer needs.
• Proven skills in business relationship maintenance.

Responsibilities

• Advise members on banking transactions and promote services.
• Assist clients with fraud irregularities and partner referrals.
• Collaborate with finance advisors to enhance service.

Skills

Member support

Customer service

Digital tools advocacy

Business development

Fraud assistance

Job description

The work mode arrangement for the position is full-time on site.

?Many opportunities are currently available in the beautiful Capitale-Nationale region.

As a member and client experience advisory, 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:

• Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own.

• Welcoming members and customers warmly and courteously, quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels.

• 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.

• Work in collaboration with personal finance advisors and improve the service offered to members

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.

#LI-Onsite

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)