Advisory Agent, Member and Client Experience

Desjardins; Saint-Raymond; On-site; CAD 65,000 - 80,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness—&

Telework equipment

Job summary

Desjardins in Capitale-Nationale, Quebec, is hiring a member/client sales and service advisor for a full-time, on-site role. You will assist members with banking transactions, promote Desjardins products, and guide them to digital solutions, while helping prevent fraud.

Strong French language skills are required, and you will collaborate with personal finance advisors to enhance service and build lasting member relationships. Competitive benefits accompany the role.

Qualifications

• Knowledge of French is required.

Responsibilities

• Advise members and clients on banking transactions and available digital tools.
• Welcome members and customers, identify needs, and direct them to the right service or channel.
• Contribute to business development and maintain relationships through service delivery.
• Assist members with fraud or irregularities and refer to appropriate partners.
• Collaborate with personal finance advisors to improve service for members.

Skills

Customer service

Communication

Job description

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

Many opportunities are currently available in the beautiful Capitale-Nationale region.

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. 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.
• 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.

What You Bring To The Table

• Knowledge of French is required

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!

Job Family

Member/client sales and service (FG)