Advisory Agent, Member and Client Experience

Desjardins; Rimouski; On-site; CAD 48,000 - 64,000; Full time

Benefits offered by this job

Annual bonus

Flexible vacation (4 weeks)

Defined benefit pension

Group insurance with telemedicine

Health and wellness expense reimburse

Job summary

Desjardins in Rimouski, Quebec, seeks a full-time on-site Member/Client Sales and Service professional. You will support members by guiding them through existing applications and financial tools to complete transactions and access services.

With at least three years of relevant experience and a high school diploma, you will promote business development, handle fraud cases, and ensure compliance with security and internal controls while staying current with Desjardins products.

Qualifications

• High school diploma or equivalent
• Minimum of three years of relevant experience
• French language required
• Knowledge of Desjardins products and services
• Knowledge of data integration, security and internal controls
• Understanding of cooperative financial services
• Knowledge of operating procedures related to convenience products and transactions
• Knowledge of service standards
• Action oriented, effective communication, customer focus, adaptability, tech savviness

Responsibilities

• 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

Job description

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

Required

• 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.

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 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!

Trade Union (If applicable)

CAISSE DE RIMOUSKI (60003 / CONV_COL_00064) (2019-02-07 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-8