Advisory Agent, Member and Client Experience, Gaspésie-Îles-de-la-Madeleine

Desjardins; United States; Remote; USD 46,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Pension plan

Group insurance

Telemedicine

Wellness expense reimbursement

Telework equipment

Job summary

Desjardins Group is seeking a full-time, on-site Member/Client Advisor at Caisse Desjardins des Îles-de-la-Madeleine in L'Étang-du-Nord. You will advise members on banking transactions, promote Desjardins products, and act as an ambassador for digital solutions while guiding clients to use tools safely.

You will support transactions, develop relationships, and help resolve fraud or irregularities through the appropriate channels, contributing to strong customer experiences and loyalty.

Responsibilities

• Advise members on existing applications and digital tools for self-service transactions.
• Contribute to business development and maintain relationships through service delivery and activities.
• Assist members who have encountered fraud or irregularities, and refer to the appropriate partners.

Job description

The work mode arrangement for the position is full-time on site. Many opportunities are currently available in the Caisse Desjardins des Îles-de-la-Madeleine at L'Étang-du-Nord. As a member and client experience advisory, you improve the experience of members and customers by advising them on their banking transactions and promoting Desjardins products and services. You are also an ambassador for digital solutions, helping members to use technological tools safely.

Responsibilities

• Support members and clients by telling them existing applications and technological tools 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.

What we offer

• Competitive salary and annual bonus 4 weeks of flexible vacation starting in the first year Defined benefit pension plan that provides predictable, stable income throughout retirement Group insurance including telemedicine Reimbursement of health and wellness expenses and telework equipment
• Benefits apply based on eligibility criteria.

Desjardins Group’s corporate university—the Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education. Regardless of your experience or education, if you’ve always wanted to work in the financial services industry,

At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Job Family Member/client sales and service (FG) Desjardins Group is the largest cooperative financial group in North America. We’re the choice for over 52,000 employees and we’re named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.