Advisory Agent, Member and Client Experience

Desjardins Group; Princeville; On-site; CAD 42,000 - 66,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Pension plan

Group insurance including telemedicine

Wellness reimbursement and telework设备

Job summary

Desjardins Group in Quebec seeks a member/client sales and service professional to assist members with accounts, transactions and financial solutions. You will welcome clients, listen to needs and promote Desjardins products and digital channels.

You will advise on services, ensure secure transactions and contribute to business development while upholding cooperative principles and client satisfaction.

Qualifications

• High school diploma or equivalent is required.
• Minimum of three years of relevant experience.
• Knowledge of French is required.
• Knowledge of Desjardins products and services is essential.
• Knowledge of data integration into systems and security measures is helpful.

Responsibilities

• Assist members and clients to improve their experience and satisfaction.
• welcome and listen to needs, offering personalized financial solutions.
• Promote cooperative values and Desjardins products through best-in-class service.
• Advise on available financial products and channels; help with transactions.
• Open accounts and support transactions with a client-centric approach.
• Identify business opportunities and refer to specialists when needed.
• Act as a digital solutions ambassador and promote safe usage of tools.
• Ensure smooth transactions and resolve issues promptly.
• Provide guidance on technology use and security best practices.
• Support self-service by highlighting available apps and tools.
• Contribute to business development and maintain client relationships.

Skills

Action oriented

Communicates effectively

Customer focus

Diversity & inclusion

Nimble learning

Situational adaptability

Tech savviness

Education

High school diploma or equivalent

Job description

Responsibilities

• Help give members and clients a better experience, and ensure that they are satisfied.
• Make sure they feel welcome, listen to and address their needs, and help them with their financial empowerment.
• Promote the organization's cooperative values through the support provided.
• Support and advise members and clients on available financial products and services, and promote the various distribution channels available.
• Open accounts for them and help them with their financial transactions, while remaining attentive to their needs to offer them personalized solutions.
• Identify business opportunities, and refer members and clients to colleagues who can help them with specialized needs.
• Act as a proud ambassador of digital solutions and advise members and clients on their use.
• Ensure that financial transactions go smoothly, while addressing any issues that may arise.
• Provide information and support on the use of technological tools, while sharing advice about prevention and safety.
• 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.
• Monitor and process transactions required to settle their cases.
• Stay on top of the latest standards, products and services in your field.
• Uphold compliance, security and risk management standards.

Benefits

• 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

Qualifications & Experience

• High school diplomas in a related field
• A minimum of three 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 counter and convenience products and services
• Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors
• Knowledge of integrating data into systems
• Knowledge of security measures,legal framework and internal controls
• Understanding of the philosophy and fundamentals of financial services cooperatives
• Knowledge of operating procedures related to convenience products and services and transactions
• Knowledge of service standards
• 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!

Job Family

Member/client sales and service (FG)

About Desjardins Group

Desjardins Group is the largest cooperative financial group in North America.

We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes.

We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance.

Pursuing a career at Desjardins means being part of an organization that puts people first.