Advisory Agent, Member and Client Experience

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

Job summary

A financial cooperative group in Quebec is seeking a Member/Client Experience Advisory Agent to assist and empower clients with banking transactions. The role involves promoting cooperative values, supporting members with technological tools, and ensuring compliance with security measures. Required qualifications include a high school diploma and at least two years experience. Knowledge of French is mandatory. The position offers competitive salary with benefits, including a pension plan and flexible vacation.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Qualifications

• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Ability to enter data in the systems.
• Knowledge of security measures and internal controls.

Responsibilities

• Support members with technological tools for transactions.
• Contribute to business development through service delivery.
• Assist clients who have encountered fraud or irregularities.
• Adhere to compliance and security rules.

Education

High school diploma in a related field

Job description

Full‑time, on site. As a Member/Client Experience Advisory Agent, you help members and clients experience the best services by welcoming them, listening to their needs, and empowering them through financial solutions. You promote the cooperative values through the support you provide, and you support and advise members and clients on banking transactions.

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 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

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
• 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
• Knowledge of service standards

Skills & Competencies

• Action oriented
• Communicates effectively
• Customer Focus
• Differences
• Nimble learning
• Situational adaptability
• Tech savvy

Trade Union (If applicable)

CAISSE DE CHIBOUGAMAU (80035 / Conv_Col_00100) (2019-08-28 - )

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!