Member Experience Advisor & Financial Solutions Specialist

Desjardins Technology Group; Canada; On-site; CAD 42,000 - 64,000; 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

Desjardins seeks a dedicated on-site member/client sales and service advisor in Canada. You will promote Desjardins products, assist with financial transactions, and help ensure a seamless customer experience for members and clients.

You will identify opportunities, support digital solutions, and refer complex needs to colleagues while upholding compliance and security standards. Bilingual ability may be an asset.

Qualifications

• 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 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

Responsibilities

• 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.

Education

High school diploma

Job description

Desjardins seeks a dedicated on-site member/client sales and service advisor in Canada. You will promote Desjardins products, assist with financial transactions, and help ensure a seamless customer experience for members and clients.

You will identify opportunities, support digital solutions, and refer complex needs to colleagues while upholding compliance and security standards. Bilingual ability may be an asset.