Advisory Agent, Member and Client Experience

Desjardins; Saint-Charles-sur-Richelieu; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive salary + annual bonus

4 weeks of vacation

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins is hiring a full-time on-site Member and Client Experience Advisory Agent in Saint-Charles-sur-Richelieu, QC. You welcome members, listen to their needs, and guide them to financial products and services, including opening accounts and resolving issues, while promoting digital tools.

You will identify opportunities, maintain relationships through service delivery, assist with fraud cases, and stay current with standards, products, and risk controls, ensuring a positive customer

Qualifications

• High school diploma or equivalent.
• Minimum 3 years relevant experience.
• Knowledge of French is required.
• Available to work one evening per week.
• Commitment to equity, diversity, inclusion and accessibility policies.

Responsibilities

• Welcome members and clients, listen to needs, and help empower their financial journey.
• Guide members to products and services, open accounts, and resolve issues.
• Identify business opportunities and refer to colleagues for specialized needs.
• Assist members and clients who have encountered fraud or irregularities.
• Monitor and process transactions to settle cases.
• Stay current with standards, products and services in the field.
• Uphold compliance, security and risk management standards.

Skills

Customer focus

Effective communication

Adaptability

Tech savviness

Education

High school diploma or equivalent

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. 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 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
• Knowledge of French is required
• Available to work one evening per week
• 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!

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.