Advisory Agent, Member and Client Experience

Desjardins Group; Saint-Lin–Laurentides; Presencial; CAD 42 000 - 52 000; Tempo integral

Resumo da oferta

Desjardins Group is seeking a temporary on-site client experience advisory agent for a 12-month term in Lanaudière, Canada. You will help members with banking transactions, promote Desjardins products and services, and provide personalized solutions while addressing security and compliance concerns.

Responsibilities include supporting clients with financial empowerment, fostering relationships, and directing complex needs to colleagues with specialized expertise. French language required.

Qualificações

• High school diploma or related field required.
• Minimum of two years of relevant experience.
• Knowledge of French is required.

Responsabilidades

• Support members and clients by explaining tools and applications for self-service transactions.
• Contribute to business development and maintain relationships through service delivery.
• Assist members and clients who have encountered fraud or irregularities and refer to appropriate partners.
• Stay updated on standards, products and services in the field.
• Adhere to compliance, security and risk management rules.

Conhecimentos

Action oriented

Communicates effectively

Customer focus

Diversity/inclusion

Learning agility

Adaptability

Tech savvy

EDIA/Accessibility

Formação académica

High school diploma

Descrição da oferta de emprego

Temporary 12 month position (On call). 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 provide advice to members and clients about their banking transactions. You promote all Desjardins products and services, and the various distribution channels available. You are attentive to members' and clients' 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 about technological tools and applications 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, and ensure that they are referred to the appropriate partners.
• Stay on top of the latest standards, products and services in your field.
• Adhere to compliance, security and risk management rules.

Qualifications

• High school diplomas in a related field
• A minimum of two years of relevant experience
• Knowledge of French is required

Key Skills

• Action oriented
• Communicates effectively
• Customer Focus
• Differences
• Nimble learning
• Situational adaptability
• Tech savvy
• Equity, Diversity, Inclusion and Accessibility

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.