Advisory Agent, Member and Client Experience

Desjardins; Saint-Marc-des-Carrières; On-site; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Job summary

Desjardins is seeking a full-time member and client experience advisory in Saint-Marc-des-Carrières, Quebec. In this role, you will enhance the experience of members and clients by advising them on banking transactions and promoting Desjardins' products and services. Responsibilities include supporting clients with technological tools, addressing fraud incidents, and collaborating with personal finance advisors. The position offers a competitive salary, annual bonus, and comprehensive benefits including a defined benefit pension plan and health insurance.

Qualifications

• Experience in advising clients on banking transactions.
• Ability to promote digital solutions to clients.
• Strong interpersonal skills for welcoming and assisting members.

Responsibilities

• Support members in using technological tools for transactions.
• Assist clients encountering fraud or irregularities.
• Contribute to business development and maintain relationships.

Job description

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

Required

As a member and client experience advisory, 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.

• Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own.
• Welcoming members and customers warmly and courteously, quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels.
• 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.
• Work in collaboration with personal finance advisors and improve the service offered to members.

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.

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)