Advisory Agent, Member and Client Experience

Desjardins; Lanaudière; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness reimbursement

Telework equipment

Job summary

Desjardins is hiring for a full-time on-site Member/Client Experience Advisor in Lanaudière. You will guide members on banking transactions, promote Desjardins products and digital solutions, and help clients use tools safely.

You’ll assist with fraud or irregularities and refer to partners as needed, contributing to service delivery and business development while building relationships with members and clients.

Qualifications

• Open to candidates with any level of experience or education.

Responsibilities

• Advise members on existing applications and digital tools to help transactions.
• Contribute to business development and maintain relationships through service delivery and activities.
• Assist members who have encountered fraud or irregularities and refer them to appropriate partners.

Skills

Customer service

Sales skills

Digital literacy

Communication

Job description

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

Many opportunities are currently available in the Lanaudière region.

Required

As a member and client experience advisory, 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.

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)