Advisory Agent, Member and Client Experience

Desjardins; Montreal West; On-site; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health/wellness expenses

Job summary

Desjardins is seeking a full-time Member and Client Experience Advisory Agent in Montreal West. In this role, you will enhance the experience of members by advising them on banking transactions and promoting Desjardins products. Additionally, you will support clients in using technological tools safely. The position offers a competitive salary, annual bonus, and benefits including a pension plan and flexible vacation. Join a team committed to diversity, equity, and inclusion.

Qualifications

• Experience in banking transactions and customer service.
• Knowledge of digital tools and applications for financial services.
• Strong interpersonal and communication skills.

Responsibilities

• Advise members on banking transactions and promote products.
• Support clients with technological tools for self-service.
• Assist clients with fraud or irregularities and refer as needed.

Job description

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

Required

As a member and client experience advisory agent, 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.

• 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.

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. 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)