Onsite Member Experience & Financial Empowerment Advisor

Desjardins; Sainte-Adèle; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Job summary

A leading financial services cooperative in Laurentides seeks a full-time Member/Client Experience Advisory Agent. You will enhance member satisfaction by providing personalized solutions and promoting products. Responsibilities include advising on technology use, maintaining business relationships, and assisting clients with concerns. The role demands a high school diploma and knowledge of Desjardins services, with a strong emphasis on customer focus and tech-savviness. The position offers a competitive salary with a defined benefit pension plan and other benefits.

Qualifications

• Minimum of two years of relevant experience preferred.
• Knowledge of Desjardins products and services required.
• Understanding of financial services cooperatives is essential.

Responsibilities

• Support members with technological tools for transactions.
• Maintain business relationships through service delivery.
• Assist clients with issues related to fraud and refer to partners.

Skills

Customer Focus

Tech savvy

Communication

Adaptability

Education

High school diploma in a related field

Job description

A leading financial services cooperative in Laurentides seeks a full-time Member/Client Experience Advisory Agent. You will enhance member satisfaction by providing personalized solutions and promoting products. Responsibilities include advising on technology use, maintaining business relationships, and assisting clients with concerns. The role demands a high school diploma and knowledge of Desjardins services, with a strong emphasis on customer focus and tech-savviness. The position offers a competitive salary with a defined benefit pension plan and other benefits.