On-Site Member & Client Experience Advisor

Desjardins; La Sarre; On-site; CAD 48,000 - 60,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance

Health/wellness reimbursement

Telework equipment

Job summary

Desjardins is seeking a customer sales and service professional to work on-site in Canada, helping members and clients understand technology tools for self-serve transactions and supporting business development through service delivery.

You will stay current on Desjardins products and services, assist with fraud cases, and ensure compliance with security and risk guidelines in a cooperative financial services environment. Fluency in French is required.

Qualifications

• Two years of relevant experience or equivalent
• French language required
• Knowledge of Desjardins products and services for caisse members
• Ability to enter data accurately in systems
• Knowledge of security measures, legal frameworks and internal controls
• Understanding of cooperative financial services principles
• Knowledge of operating procedures related to convenience products and services and automated and assisted transactions

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.

Skills

Action oriented

Communicates effectively

Customer Focus

Differences

Nimble learning

Situational adaptability

Tech savvy

Education

High school diploma in a related field

Job description

Desjardins is seeking a customer sales and service professional to work on-site in Canada, helping members and clients understand technology tools for self-serve transactions and supporting business development through service delivery.

You will stay current on Desjardins products and services, assist with fraud cases, and ensure compliance with security and risk guidelines in a cooperative financial services environment. Fluency in French is required.