Advisory Agent, Member and Client Experience

Caisse Desjardins Haute Gaspésie; Gaspésie–Îles-de-la-Madeleine; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

Flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Wellness reimbursement and telework

Job summary

Desjardins is seeking a on-site, full-time Member and Client Experience Advisory Agent in Quebec, Canada. The role focuses on helping members and clients access and use financial products and services, ensuring a welcoming, responsive, and empowered experience.

The agent promotes Desjardins’ cooperative values while advising on digital tools and channels. Responsibilities include assisting with transactions, promoting security, preventing fraud, and supporting customers through personalized

Qualifications

• High school diploma is required or equivalent.
• Minimum of three years of relevant experience is desirable.
• Other combinations of qualifications and relevant experience may be considered.

Responsibilities

• Support members and clients by telling them about existing applications and tools that can help them transact independently.
• Contribute to business development and maintain business relationships through service delivery and activities.
• Assist members and clients who have encountered fraud or irregularities.
• Monitor and process transactions required to settle their cases.
• Stay on top of the latest standards, products and services in the field.
• Uphold compliance, security, and risk management standards.

Skills

French language

Action oriented

Communication skills

Customer focus

Nimble learning

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 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.

Responsibilities

• Support members and clients by telling them existing applications and technological tools 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.
• Monitor and process transactions required to settle their cases.
• Stay on top of the latest standards, products and services in your field.
• Uphold compliance, security, and risk management standards.

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 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
• 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!

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.