Advisory Agent, Member and Client Experience

Caisse Desjardins Vallée de la Matapédia; Causapscal; On-site; CAD 42,000 - 54,000; Full time

Job summary

Desjardins is seeking a temporary on-call client experience advisory agent for a full-time on-site position in Canada. The role emphasizes welcoming members, listening to their needs, guiding them through transactions, and promoting Desjardins products and services to empower customers.

You will identify opportunities, refer more complex requests to appropriate colleagues, stay updated on products, and ensure compliance and security while championing digital tools to assist members.

Qualifications

• High school diplomas in a related field.
• A minimum of two years of relevant experience.
• Knowledge of French is required

Responsibilities

• 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

Skills

Action oriented

Communicates effectively

Customer focus

Tech savvy

Equity

Diversity

Inclusion

Accessibility

Differences

Nimble learning

Situational adaptability

Education

High school diploma or equivalent

Job description

Temporary position (On call). The work mode arrangement for the position is full-time on site. 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.

Responsibilities

• 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 Please note that other combinations of qualifications and relevant experience may be considered Knowledge of French is required

Skills and Attributes

Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy Equity, Diversity, Inclusion and Accessibility

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.

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.