Advisory Agent, Member and Client Experience

Desjardins; Trois-Pistoles; On-site; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Job summary

Desjardins in Trois-Pistoles is looking for an advisory agent to enhance member and client experiences. Responsibilities include advising on banking transactions, promoting services, and assisting clients with technical tools.

The role offers a competitive salary, annual bonus, flexible vacation, and a defined benefit pension plan. Opportunities for training through the Desjardins Cooperative Institute are also available.

Qualifications

• No specific educational requirements stated, open for various backgrounds.
• Training provided by the Desjardins Cooperative Institute.

Responsibilities

• Advise clients on banking transactions and promote Desjardins products.
• Support clients with digital solutions and applications.
• Contribute to business development and maintain relationships.
• Assist clients facing fraud or irregularities.

Job description

Overview

The work mode arrangement for the position is full-time on site. Several opportunities are currently available in Bas St-Laurent region.

Responsibilities

• As an advisory agent, member and client experience, 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
• 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.

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

What You Bring To The Table

Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application. Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education.

Equity, diversity and inclusion

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)