Advisory Agent, Member and Client Experience

Caisse Desjardins du Grand-Mont-Tremblant; Rivière-Rouge; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Pension plan

Group insurance + telemedicine

Health & telework equipment reimburse

Job summary

Desjardins is seeking a dedicated on-site Member/Client Experience Advisory Agent to assist members with financial transactions and empower them with the right tools. You will welcome clients, listen to needs, and promote Desjardins’ cooperative values while offering personalized solutions.

You will help with accounts, identify opportunities, and refer to specialists as needed. A focus on security and risk management is essential in this role.

Qualifications

• High school diploma or equivalent and at least three years of relevant experience.
• Knowledge of French is required.
• Action oriented with strong communication and customer focus.
• Tech savvy and adaptable to changing processes.
• Ability to identify opportunities and refer clients to colleagues when needed.

Responsibilities

• Support members and clients by guiding them to existing applications and tools for self-service transactions.
• Contribute to business development and maintain 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.

Skills

French language

Customer focus

Communication

Tech savvy

Adaptability

Action oriented

Nimble learning

Situational adaptability

Fraud awareness

Client relationship

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 advise members and clients on available financial products and services, and promote the various distribution channels available. You open accounts for them and help them with their financial transactions, while remaining attentive to their 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.

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

Benefits and Compensation

• 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.

#LI-Onsite

Key Qualifications

• 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
• 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 & Job Family

Trade Union (If applicable) Job Family Member/client sales and service (FG)

About Desjardins

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.