Advisory Agent, Member and Client Experience

Desjardins; Cowansville; On-site; CAD 42,000 - 66,000; Full time

Job summary

Desjardins in Canada is seeking a member/client experience advisory agent for a temporary 12-month, on-site, full-time role. You will welcome members, listen to needs, promote products, and guide them through transactions to empower their finances.

You will identify opportunities, refer to colleagues for specialized support, and advocate digital tools while ensuring compliance and risk controls. French proficiency is required.

Qualifications

• High school diploma or equivalent required.
• Minimum two years of relevant experience.
• French language proficiency is required.

Responsibilities

• Assist members/clients with banking transactions and digital tools.
• Promote Desjardins products and services across channels.
• Refer clients to colleagues for specialized needs.
• Identify business opportunities through service delivery.
• Adhere to compliance, security and risk management rules.

Skills

Action oriented

Communicates effectively

Customer Focus

Diversity & Inclusion

Nimble learning

Situational adaptability

Tech savvy

Education

High school diploma or equivalent

Job description

Temporary 12-month position (On call)

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

Required

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
• Please note that other combinations of qualifications and relevant experience may be considered
• 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!

Job Family

Member/client sales and service (FG)