Advisory Agent, Member and Client Experience

Relevance; Farnham; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness (

Telework equipment reimbursement

Job summary

Desjardins in Farnham, QC, is seeking a full-time on-site Member/Client Sales and Service Advisor. You will listen to member needs, propose personalized solutions, close sales, process transactions, and respond to information requests while promoting digital tools.

The role emphasizes offering financial products and services, supporting independence and automation preferences, and driving customer satisfaction. Fluency in French is required.

Qualifications

• Minimum of three years of relevant experience.
• Knowledge of French is required.
• Other combinations of qualifications and relevant experience may be considered.

Responsibilities

• Assist members and clients, listen to their needs and propose personalized solutions.
• Help members/clients choose and get the most of their tools and channels based on how much independence and automation they want.
• Close sales, process transactions and follow up as needed. Ensure member and client satisfaction.
• Take phone calls and handle information requests. Conduct research as needed and suggest personalized solutions.
• Seize business opportunities and help increase sales through solicitation.

Skills

Action oriented

Communicates effectively

Customer Focus

Differences

Interpersonal Savvy

Nimble learning

Situational adaptability

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 advise members and clients on available financial products and services, and promote the various distribution channels available. You open accounts for them and help them with their financial transactions, while remaining attentive to their 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:

• Assist members and clients, listen to their needs and propose personalized solutions
• Help members/clients choose and get the most of their tools and channels based on how much independence and automation they want
• Close sales, process transactions and follow up as needed. Ensure member and client satisfaction
• Take phone calls and handle information requests. Conduct research as needed and suggest personalized solutions
• Seize business opportunities and help increase sales through solicitation.

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

What you bring to the table

• High school diplomas in a related field
• A minimum of three 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
• Interpersonal Savvy
• Nimble learning
• Situational adaptability

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)