Advisory Agent, Member and Client Experience

Desjardins; Granby; On-site; CAD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive salary + annual bonus

4 weeks vacation starting in year 1

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expense reimburse.

Job summary

Desjardins in Granby, Canada is seeking a client experience advisory agent who helps members and clients with banking transactions, promotes Desjardins products, and ensures overall satisfaction.

You will listen to needs, provide personalized solutions, identify opportunities, and guide clients through digital tools while maintaining compliance and security. This is an on-site, full-time role with a competitive salary and benefits.

Qualifications

• High school diploma is required.
• 2+ years of relevant experience.
• Knowledge of French is required.
• Knowledge of all convenience services products and services.
• Knowledge of Desjardins products and services for caisse members, products/services from Desjardins Business centres, channels, and competitors.
• Understanding of the philosophy and fundamentals of financial services cooperatives.
• Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy.

Responsibilities

• Support members and clients by explaining technological tools and apps for self-service transactions.
• Contribute to business development and maintain relationships through service delivery.
• Assist with fraud or irregularities and refer to appropriate partners.
• Stay updated on standards, products, and services in the field.
• Adhere to compliance, security and risk management rules.

Skills

Customer service

Communication skills

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 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 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 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
• Understanding of the philosophy and fundamentals of financial services cooperatives
  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!