Member Experience Advisor - On-Site (6-Month Temporary)

Desjardins; Canada; On-site; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks flexible vacation

Defined benefit pension

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins is hiring a temporary member/client advisory agent in Canada to enhance the experience of members and clients. You will welcome, listen to needs, and promote Desjardins products and services while guiding them through transactions and digital tools.

This full-time, on-site position emphasizes compliance and risk management as well as delivering personalized financial solutions. You will identify opportunities, maintain relationships, and refer clients to colleagues for specialized

Qualifications

• High school diploma or equivalent; at least two years of relevant experience.
• Knowledge of French is required.
• 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.
• 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 services and automated and assisted transactions.
• Knowledge of service standards.

Responsibilities

• Support members and clients by informing them about technological tools and apps for independent transactions.
• Contribute to business development and maintain client relationships through service delivery.
• Assist clients who experience fraud or irregularities and refer them to appropriate partners.
• Stay updated on the latest standards, products, and services in the field.
• Adhere to compliance, security and risk management rules.

Skills

Customer service

French language

Data entry

Communication

Tech savviness

Adaptability

Compliance awareness

Education

High school diploma

Job description

Desjardins is hiring a temporary member/client advisory agent in Canada to enhance the experience of members and clients. You will welcome, listen to needs, and promote Desjardins products and services while guiding them through transactions and digital tools.

This full-time, on-site position emphasizes compliance and risk management as well as delivering personalized financial solutions. You will identify opportunities, maintain relationships, and refer clients to colleagues for specialized