Advisory Agent, Member and Client Experience

Desjardins Group; Sainte-Catherine-de-la-Jacques-Cartier; On-site; CAD 42,000 - 65,000; Full time

Benefits offered by this job

Annual bonus

Flexible vacation

Defined benefit pension

Group insurance

Telemedicine

Wellness reimbursement

Telework equipment

Job summary

Desjardins Group in Quebec's Capitale-Nationale region is seeking a Member/Client Sales and Service adviser to enhance member and customer experiences by guiding them through banking transactions and promoting Desjardins products and services.

As an ambassador for digital solutions, you will help members use tools safely, welcome customers, identify needs, direct them to the right channel, collaborate with personal finance advisors, and support fraud-related requests.

Qualifications

• Knowledge of French is required.

Responsibilities

• Advise members on existing applications and tools to perform transactions independently.
• Welcome members warmly and determine needs to direct them to the right channels or alternatives.
• Contribute to business development and maintain relationships through service delivery.
• Assist members who have encountered fraud or irregularities and refer to appropriate partners.
• Collaborate with personal finance advisors to improve member service.

Skills

French language

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. 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

You will receive tailored training to launch a career that matches your skills, ambitions, and level of education.

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.

Job Family

Member/client sales and service (FG) 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.