Advisory Agent, Member and Client Experience

Desjardins Group; Quebec; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading financial services organization is seeking a full-time advisory agent in Quebec to enhance member and client experiences. The role involves advising on banking transactions, promoting products, and assisting with digital tools. Candidates should possess strong customer service skills and a willingness to learn about the financial services industry. Competitive salary and various benefits are offered.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Experience in customer service or banking is a plus.
• Ability to promote products effectively and assist clients with digital tools.

Responsibilities

• Support members and clients in using banking applications.
• Welcome members and ascertain their needs promptly.
• Contribute to business development through service delivery.
• Assist clients encountering fraud and ensure proper referrals.
• Collaborate with personal finance advisors.

Skills

Customer service

Communication

Technical proficiency

Job description

Overview

The work mode arrangement for the position is full-time on site. Several opportunities are currently available in the Laurentides region.

As an advisory agent for member and client experience, 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

• Welcoming members and customers warmly and courteously, quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels

• 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

• Work in collaboration with personal finance advisors and improve the service offered to members.

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, send us your application. Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education.

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#LI-Onsite

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)