Advisory Agent, Member and Client Experience

Desjardins; Saguenay; On-site; CAD 38,000 - 50,000; Full time

Job summary

A leading financial services company is seeking an Advisory Agent to enhance client experiences by providing banking advice and promoting products. The role involves supporting clients in technological tools, contributing to business growth, and ensuring service quality.

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

Responsibilities

• Support and advise members on their banking transactions.
• Promote Desjardins products and services.
• Assist members experiencing fraud or irregularities.

Job description

Advisory Agent, Member and Client Experience

1 week ago Be among the first 25 applicants

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

Several opportunities are currently available in the ???? Saguenay-Lac-Saint-Jean ???? region.

Required

As an advisory agent, 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 and provide advice to members and clients about their banking transactions. Promote all Desjardins products and services
• 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.
  
  

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.

Curious about this profession? Click here

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)

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Banking

Referrals increase your chances of interviewing at Desjardins by 2x

Get notified about new Customer Service Representative jobs in Chicoutimi, Quebec, Canada.

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.