Advisory Agent, Member and Client Experience

Caisse Desjardins du Témiscamingue; Témiscaming; On-site; CAD 50,000 - 65,000; 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

Caisse Desjardins du Témiscamingue is seeking a Member and Client Experience Advisory Agent to join our on-site, full-time team. You will help members and clients feel welcome, listen to their needs, and provide guidance on banking transactions and digital tools while promoting Desjardins products and services.

You will identify opportunities, refer to colleagues for specialized support, and ensure transactions run smoothly while upholding security and compliance standards.

Qualifications

• High school diploma or equivalent.
• Minimum of two years of relevant experience.
• Other combinations of qualifications may be considered.

Responsibilities

• Help members and clients have a better experience and ensure satisfaction.
• Promote Desjardins products and services to members and clients.
• Advise on banking transactions and digital tools for members and clients.
• Identify opportunities and refer to colleagues for specialized needs.
• Ensure transactions go smoothly while adhering to security and compliance rules.

Skills

French language

Customer focus

Effective communication

Data entry

Technology savvy

Situational adaptability

Education

High school diploma

Job description

Member and Client Experience Advisory Agent

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

Responsibilities

• 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.
• 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.

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.

Education and Experience

• High school diplomas in a related field
• A minimum of two years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered

Knowledge and Skills

• Knowledge of French is required
• Knowledge of all convenience services products and services
• Knowledge of Desjardins products and services for caisse members, products and services offered by Desjardins Business centres, components and distribution networks and channels, and products and services offered by competitors
• Ability to enter data in the systems
• Knowledge of security measures, legal frameworks and internal controls
• Understanding of the philosophy and fundamentals of financial services cooperatives
• Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
• Knowledge of service standards
• 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!

About Desjardins

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.