Member and Client Experience Advisory Agent

Desjardins Group; Mont-Laurier; On-site; CAD 40,000 - 60,000; Full time

Job summary

A financial services cooperative in Mont-Laurier is seeking an experienced advisory agent to support members and clients with their financial needs and technology use. The ideal candidate will hold a high school diploma, have at least 3 years of relevant experience, and be knowledgeable in financial services. This is a full-time on-site position with a focus on customer satisfaction.

Qualifications

• Minimum of 3 years of relevant experience.
• Knowledge of French is required.
• Understanding of financial services cooperatives philosophy.

Responsibilities

• Support members and clients with self-service applications.
• Assist clients who have experienced fraud or irregularities.
• Contribute to business development through service delivery.

Skills

Effective communication

Customer focus

Tech savvy

Education

High school diploma in a related field

Job description

Temporary open-ended position (On call)

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

As a member and client experience advisory agent at caisse Desjardins du Coeur des Hautes-Laurentides, you help give members and clients a better experience and ensure 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.

Responsibilities

• 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 you bring to the table

• High school diplomas in a related field
• A minimum of 3 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
• Knowledge of service standards
• Availability to work from Monday to Friday, including one evening until 6 PM.

Key Attributes

• Action oriented
• Communicates effectively
• Customer Focus
• Differences
• Nimble learning
• Situational adaptability
• Tech savvy

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!