Member & Client Experience Advisor

Desjardins; Dégelis; On-site; CAD 42,000 - 66,000; Full time

Benefits offered by this job

Competitive salary with annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness +

telework equipment

Job summary

Desjardins in Quebec seeks a member/client experience advisory agent to enhance satisfaction, welcome members, and offer personalized financial solutions. You will promote Desjardins products through various channels and guide clients through transactions while ensuring security and compliance.

The role emphasizes technology adoption, fraud assistance, business development, and staying current with products and standards within the cooperative financial services sector.

Qualifications

• High school diploma in a related field.
• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Knowledge of Desjardins products and services for caisse members and Desjardins Business centres.
• 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 automated and assisted transactions.

Responsibilities

• Tell members and clients about tools and apps to perform transactions independently.
• Contribute to business development and maintain relationships through service delivery.
• Assist members and clients who encountered fraud or irregularities and refer to appropriate partners.
• Stay updated on the latest standards, products and services in the field.
• Adhere to compliance, security and risk management rules.

Skills

Data entry

French language

Customer focus

Tech savvy

Effective communication

Adaptability

Nimble learning

Education

High school diploma or related field

Job description

Desjardins in Quebec seeks a member/client experience advisory agent to enhance satisfaction, welcome members, and offer personalized financial solutions. You will promote Desjardins products through various channels and guide clients through transactions while ensuring security and compliance.

The role emphasizes technology adoption, fraud assistance, business development, and staying current with products and standards within the cooperative financial services sector.