Advisory Agent, Member and Client Experience

Desjardins; Gracefield; On-site; CAD 48,000 - 72,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Telework equipment

Job summary

A financial services cooperative in Gracefield is seeking an advisory agent to enhance member experience by advising on banking transactions and promoting digital tools. You will support clients in using services, aid in business development, and assist those facing fraud. Ideal candidates should be eager to start a career in the financial sector. Competitive salary, flexible vacation, and various benefits offered.

Qualifications

• Advises members on banking transactions and promotes Desjardins products and services.
• Helps members use digital solutions safely.
• Assists members and clients with fraud or irregularities and refers to partners.

Responsibilities

• Support members and clients with banking applications and tools.
• Contribute to business development through service delivery.
• Assist clients with fraud or irregularities and refer them appropriately.

Skills

Customer service

Fraud support

Digital tools guidance

Job description

📍Several opportunities are currently available in the Outaouais region.

Required

As an advisory agent, member and client experience, you improve the experience of members and customers by advising them on their banking transactions and promoting Desjardins products and services. You are also an ambassador for digital solutions, helping members to use technological tools safely. More specifically, you will be required to:

• 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, and ensure that they are referred to the appropriate partners.

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

Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application. Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute (DCI) provides a unique opportunity to receive training for a career suited to your skills, goals and education.

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)