Advisory Agent, Member and Client Experience

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

Benefits offered by this job

Annual bonus

Pension plan

Group insurance

Telemedicine

Flexible vacation

Telework equipment

Job summary

Desjardins Group in Quebec is seeking a client experience advisory agent to help members and clients with banking transactions, promote Desjardins products, and ensure a positive, secure service experience.

The role focuses on welcoming clients, listening to needs, offering personalized solutions, and contributing to digital solutions adoption with risk and compliance awareness.

Qualifications

• High school diploma or equivalent.
• A minimum of two years of relevant experience.
• French language proficiency required.
• Familiarity with Desjardins products and services recommended.
• Ability to enter data in systems.
• Understanding of financial services cooperatives.

Responsibilities

• Assist members and clients with Desjardins products and services.
• Promote digital tools and solutions to members and clients.
• Identify business opportunities and refer to colleagues.
• Support compliance, security and risk management rules.
• Address fraud or irregularities and refer to appropriate partners.
• Provide information and support on tools and applications.

Skills

French language

Data entry

Customer service

Security awareness

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

Requirements and Qualifications

• 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
• Ability to enter data in the systems
• Knowledge of security measures, legal frameworks and internal controls
• Understanding of the philosophy and fundamentals of financial services cooperatives
• ...