On-site Employment

Desjardins Group is hiring an Advisory Agent, Member and Client Experience

About the Role

Desjardins Group is hiring an Advisory Agent, Member and Client Experience. In this role, you directly improve member and client satisfaction by providing advice on banking transactions, promoting products and services, and identifying new business opportunities.

What You'll Do

  • Support members and clients by introducing them to applications and tools for self-service transactions.
  • Contribute to business development and maintain relationships through service delivery.
  • Assist members and clients affected by fraud, ensuring they are referred to the correct partners.
  • Stay current on the latest standards, products, and services in your field.
  • Uphold all compliance, security, and risk management standards.
  • Promote the organization's cooperative values through your support.
  • Promote all Desjardins products, services, and available distribution channels.
  • Identify business opportunities and refer members to colleagues for specialized needs.
  • Advise members and clients on the use of digital solutions.
  • Provide information and support on technological tools, sharing advice on prevention and safety.

What We're Looking For

  • A high school diploma in a related field.
  • A minimum of two years of relevant experience.
  • Knowledge of French is required.
  • Knowledge of service standards.

Benefits & Compensation

  • Competitive salary and annual bonus.
  • 4 weeks of flexible vacation starting in the first year.
  • Defined benefit pension plan.
  • Group insurance including telemedicine.
  • Reimbursement of health and wellness expenses and telework equipment.

Work Mode

This is an onsite position.

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. We have zero tolerance for discrimination of any kind.

Required Skills
Customer ServiceClient Relationship ManagementCommunicationProblem SolvingFinancial Services KnowledgeSalesComplianceProduct KnowledgeInterpersonal SkillsAttention to Detail
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About company
Desjardins Group

A financial cooperative group committed to equity, diversity, and inclusion, serving members, clients, and communities.

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Job Details
Category other
Posted 7 months ago