Advisory Agent, Member and Client Experience

Hmara

Saguenay, Roberval, Dolbeau-Mistassini

Sur place

CAD 42 000 - 64 000

Plein temps

14 jours+
Générateur de candidature

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Avantages offerts par ce poste

Competitive salary
Annual bonus
Vacation: 4 weeks
Pension plan
Group insurance with telemedicine
Wellness and telework equipment

Résumé du poste

Desjardins Cooperative Institute (DCI) in Saguenay–Lac-Saint-Jean is seeking an advisory agent focused on member and client experience. The role involves guiding customers through banking transactions, promoting Desjardins products, and acting as an ambassador for digital tools.

Work is on-site in the Saguenay region. You will help members with transactions, support fraud prevention, and contribute to business development while delivering excellent service and security awareness.

Qualifications

  • Experience in member/client sales and service
  • Ability to advise on banking transactions and promote products
  • Comfort with digital tools and security best practices

Responsabilités

  • Support and advise members on banking transactions and promote Desjardins products and services
  • Contribute to business development and maintain relationships through service delivery and activities
  • Assist members who encounter fraud or irregularities and refer them to the appropriate partners

Connaissances

Customer service
Banking knowledge
Digital literacy
Fraud assistance

Description du poste

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


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


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

The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education.


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)

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