Agent-conseil ou agente-conseil, Expérience membre et client

Desjardins; Montreal; On-site; CAD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated member and client experience advisory agent to enhance customer satisfaction and promote financial empowerment. In this role, you will support clients in navigating financial products and services while ensuring smooth transactions. Your expertise in technological tools will empower clients to manage their finances effectively. With a focus on compliance and risk management, you will contribute to business growth and maintain strong relationships. This position offers a competitive salary, flexible vacation, and a defined benefit pension plan, making it an excellent opportunity for those passionate about customer service in the financial sector.

Benefits

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Telework equipment reimbursement

Qualifications

• Minimum of three years of relevant experience in customer service.
• Knowledge of financial products and services is essential.

Responsibilities

• Support members with financial transactions and technological tools.
• Assist clients encountering fraud and monitor transactions.
• Contribute to business development through service delivery.

Skills

Customer Service

Financial Empowerment

Fraud Prevention

Technological Tools Support

Business Development

Education

High School Diploma

Tools

Financial Applications

Job description

As a member and client experience advisory agent, 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 advise members and clients on available financial products and services, and promote the various distribution channels available.You open accounts for them and help them with their financial transactions, while remaining attentive to their 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. 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.

Contribute to business development and maintain business relationships through service delivery and activities.

Assist members and clients who have encountered fraud or irregularities. Monitor and process transactions required to settle their cases.

Stay on top of the latest standards, products and services in your field.

Uphold compliance, security and risk management standards.

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

High school diplomas in a related field

A minimum of three years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

Knowledge of French is required

Knowledge of all counter and convenience products and services

Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks / channels and as well as those of competitors

Knowledge of integrating data into systems

Knowledge of security measures, legal framework and internal controls

Understanding of the philosophy and fundamentals of financial services cooperatives

Knowledge of operating procedures related to convenience products and services and transactions