Advisory Agent, Member and Client Experience

Desjardins Group; Chaudière-Appalaches; On-site; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Annual bonus

Pension plan

Group insurance with telemedicine

Health and wellness expense reimburse-

Telework equipment

Job summary

Desjardins Group is seeking a member/client experience advisory agent to enhance service for members and clients on-site in Quebec. You will help with transactions, promote Desjardins products, and provide personalized guidance while supporting digital solutions.

The role emphasizes compliance, fraud prevention, and staying current with products and services to empower members and clients in their financial decisions.

Qualifications

• High school diploma in a related field.
• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Knowledge of Desjardins products and services for caisse members and Desjardins Business centres.
• Familiarity with security measures, legal frameworks and internal controls.

Responsibilities

• Support members and clients by describing useful technological tools and apps for self-service.
• Contribute to business development and maintain relationships through service delivery.
• Assist members and clients who have encountered fraud or irregularities, and refer them to appropriate partners.
• Stay up-to-date with standards, products and services in the field, and adhere to compliance, security and risk management rules.

Skills

French language

Data entry

Security awareness

Compliance

Customer focus

Effective communication

Adaptability

Tech savvy

Education

High school diploma

Job description

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.

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 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.

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
• 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
• Understanding of the philosophy and fundamentals of financial services cooperatives
• Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
• 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)

Job Family Member/client sales and service (FG)

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.