Student job, Advisory Agent, Member and Client Experience

3 weeks ago

Lévis QC, Canada Desjardins Group Full time

Student job, Advisory Agent, Member and Client Experience page is loaded Student job, Advisory Agent, Member and Client Experience Apply remote type The work arrangement for the position is full-time on-site work locations Lévis time type Part time posted on Posted 2 Days Ago job requisition id R2404305

Temporary position for 12 months (On call).

The work mode arrangement for the position is full-time on site.

As a member and client experience advisory agent at the Caisse Desjardins de Lévis , you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome, listening to and addressing their needs, and helping them with their financial empowerment. You promote the organization's cooperative values through the support you provide. You support and provide advice to members and clients about their banking transactions. You promote all Desjardins products and services, and the various distribution channels available. You are attentive to members' and clients' needs so you can offer them personalized solutions. You identify business opportunities, and refer members and clients to colleagues who can help them with specialized needs. You are a proud ambassador of digital solutions and you advise members and clients on their use. You ensure that financial transactions go smoothly, while addressing any issues that may arise. You provide information and support on the use of technological tools, while sharing advice about prevention and safety. More specifically, you will be required to :

  • Support members and clients by telling them about 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.

  • Stay on top of the latest standards, products and services in your field.

  • Uphold compliance, security and risk management standards.

What you bring to the table

  • High school diplomas in a related field

  • A minimum of two years of relevant experience

  • Please note that other combinations of qualifications and relevant experience may be considered

  • Knowledge of French is required

  • Knowledge of all counter and convenience products and services

  • Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors

  • Knowledge of integrating data into systems

  • Knowledge of security measures, legal framework 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

Communicates effectively, Situational adaptability, Tech savvy

#LI-Onsite

Trade Union

Non Syndiqué

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

Member/client sales and service (FG)

Unposting Date

2024-05-15 Similar Jobs (1) Student job, Agent Product administration remote type The work arrangement for the position is hybrid work locations Lévis time type Full time posted on Posted 9 Days Ago #J-18808-Ljbffr

  • Member and Client Experience Advisory Agent

    7 days ago

    Chaudière-Appalaches, QC, Canada Desjardins Full time

    . The work mode arrangement for the position is full-time on site As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome, listening to and addressing their needs, and helping them with their financial empowerment. You promote...

  • Advisory Agent

    4 weeks ago

    Boucherville, QC, Canada Desjardins Group Full time

    Agent(e)-conseil - Expérience membre et client page is loaded Agent(e)-conseil - Expérience membre et client Postuler locations Boucherville 4900, rue des Patriotes Contrecoeur Sainte-Julie Varennes Verchères time type Temps partiel posted on Publié il y a plus de 30 jours job requisition id R2402253 Chez Desjardins, on croit à l’équité, à la...

  • Agent de Service à Mi-Temps H/F

    3 weeks ago

    Montréal, QC, Canada Desjardins Group Full time

    Apply remote type The work arrangement for the position is full-time on-site work locations Montréal time type Part time posted on Posted Yesterday job requisition id R2404225 Temporary position for 7 months On call The work mode arrangement for the position is full-time on site. As a member and client experience advisory agent, you help give members...

  • Representative Director H/F

    3 weeks ago

    Montréal, QC, Canada Student Society of McGill University Full time

    Alumni Representative - Board of Directors Intern The Student's Society of McGill University (SSMU) is currently hiring. With over 20,000 members, SSMU's role has been to represent students and to offer services since 1908. ****PLEASE NOTE THIS IS AN UNPAID POSITION* The Board of Directors (“BoD”) is the highest governing body of the Society and is...

  • Alumni Representative

    3 weeks ago

    Montréal, QC, Canada Student Society of McGill University Full time

    Alumni Representative - Board of Directors Intern The Student's Society of McGill University (SSMU) is currently hiring. With over 20,000 members, SSMU's role has been to represent students and to offer services since 1908. ****PLEASE NOTE THIS IS AN UNPAID POSITION* The Board of Directors (“BoD”) is the highest governing body of the Society...

  • Leadership Advisory Services Expert, Associate

    3 weeks ago

    Montréal, QC, Canada Egon Zehnder Full time

    The Opportunity The Associate role in the Leadership Advisory Services (LAS) team is expected to provide standalone support for client engagements, starts to develop areas of expertise, and acts as an internal trainer and mentor to build capacity within the team. This individual will play a key role in partnering with other members of the LAS team and...

  • Agent - Remote

    3 weeks ago

    Montréal, QC, Canada Desjardins Group Full time

    Financial services Agent, Clientele page is loaded Financial services Agent, Clientele Apply remote type The work arrangement for the position is hybrid work locations Montréal Saint-Laurent time type Full time posted on Posted 2 Days Ago job requisition id R2404402 As a client financial services agent, you work closely with advisors and provide...

  • Consultant Senior Manager de Projet

    3 weeks ago

    Montréal, QC, Canada Abington Advisory Full time

    Abington Advisory est une entreprise de conseil en management créée en 2014. Forte de l’expérience de ses collaborateurs issus de grands cabinets, l’équipe apporte son savoir-faire à toutes les organisations dans leurs projets de transformation. o Marketing & Expérience Client o Finance & Pilotage de la performance o Confiance numérique &...

  • Home Based Agents

    1 week ago

    Gatineau, QC, Canada Cegep Heritage College Full time

    Administrative Support Agent – Class I Information Office (Human Resources) Regular Full-time 35 hours per week from Monday to Friday 00 per hour The principal and customary work of the employee in this employment class consists in receiving and forwarding telephone calls and performing a variety of administrative functions of a relatively complex...

  • Consultant Senior Manager de Projet

    4 weeks ago

    Montréal, QC, Canada Abington Advisory Full time

    Senior Consultant(e)/ Manager, Data Gouvernance, Paris H/F Qui sommes-nous? Abington Advisory est une entreprise de conseil en management créée en 2014. Forte de l’expérience de ses collaborateurs issus de grands cabinets, l’équipe apporte son savoir-faire à toutes les organisations dans leurs projets de transformation. o Marketing &...

  • Senior Consultant(e)/ Manager, Data Viz, Paris H/F

    3 weeks ago

    Montréal, QC, Canada Abington Advisory Full time

    Qui sommes-nous? Abington Advisory est une entreprise de conseil en management créée en 2014. Elle propose une approche darwinienne, fondée sur la théorie de l’évolution appliquée aux entreprises. Forte de l’expérience de ses collaborateurs issus de grands cabinets, l’équipe apporte son savoir-faire à toutes les organisations dans leurs...

  • Senior Consultant(e), Transformation digitale et gestion de la performance, Montréal H/F

    3 weeks ago

    Montréal, QC, Canada Abington Advisory Full time

    Senior Consultant(e), Transformation digitale et gestion de la performance, Montréal H/F Vous souhaitez un poste à responsabilité dans une agence de conseil innovante et conviviale? Vous possédez un intérêt pour le soutien au chef des finances, à la fonction finance, ainsi que pour les technologies? Rejoignez l’agence de conseil Abington Advisory...

  • Consultant(e) senior en transformation des modes de travail

    3 weeks ago

    Montréal, QC, Canada Abington Advisory Full time

    Senior Consultant(e), Transformation digitale et gestion de la performance, Montréal H/F Vous souhaitez un poste à responsabilité dans une agence de conseil innovante et conviviale? Rejoignez l’agence de conseil Abington Advisory à Montréal! Participez à une aventure entrepreneuriale et menez des projets ambitieux de transformation innovante. En...

  • Senior Consultant(e)/ Manager, Data Analyst, Paris H/F

    4 weeks ago

    Montréal, QC, Canada Abington Advisory Full time

    Qui sommes-nous? Abington Advisory est une entreprise de conseil en management créée en 2014. Elle propose une approche darwinienne, fondée sur la théorie de l’évolution appliquée aux entreprises. Forte de l’expérience de ses collaborateurs issus de grands cabinets, l’équipe apporte son savoir-faire à toutes les organisations dans leurs...

  • Spanish Bilingual, French Bilingual

    1 week ago

    Sherbrooke, QC, Canada Banque Nationale du Canada Full time

    Advisory services, Call centres As a Customer Service Agent for our Sherbrooke’s call centres, you’ll support clients with their banking needs and help them use our electronic solutions. You’ll have a positive impact on clients by listening closely to their needs and offering excellent customer service. 50/hour with two salary increases projected...

  • Spanish Bilingual, French Bilingual

    2 weeks ago

    Montréal, QC, Canada Banque Nationale du Canada Full time

    Advisory services, Call centres As a Customer Service Agent for our Montréal’s call centres, you’ll support clients with their banking needs and help them use our electronic solutions. You’ll have a positive impact on clients by listening closely to their needs and offering excellent customer service. 50/hour with two salary increases projected...

  • Consultant(e) Audit, Analyse financière, Modélisation H/F

    4 weeks ago

    Montréal, QC, Canada Abington Advisory Full time

    Consultant(e) Audit, Analyse financière, Modélisation H/F Qui sommes-nous? Abington Advisory est une entreprise de conseil en management. Elle propose une approche darwinienne, fondée sur la théorie de l’évolution appliquée aux entreprises. Forte de l’expérience de ses collaborateurs issus de grands cabinets, l’équipe apporte son...

  • Senior Consultant(e)/ Manager, Data Gouvernance, Paris H/F

    4 weeks ago

    Montréal, QC, Canada Abington Advisory Full time

    Senior Consultant(e)/ Manager, Data Gouvernance, Paris H/F Qui sommes-nous? Abington Advisory est une entreprise de conseil en management créée en 2014. Elle propose une approche darwinienne, fondée sur la théorie de l’évolution appliquée aux entreprises. Forte de l’expérience de ses collaborateurs issus de grands cabinets, l’équipe apporte...

  • Senior Consultant(e) Finance

    3 weeks ago

    Montréal, QC, Canada Abington Advisory Full time

    Senior Consultant(e) Finance & pilotage de la performance H/F Qui sommes-nous? Abington Advisory est une entreprise de conseil en management créée en 2014. Elle propose une approche darwinienne, fondée sur la théorie de l’évolution appliquée aux entreprises. Forte de l’expérience de ses collaborateurs issus de grands cabinets, l’équipe...

  • Job Ad

    4 weeks ago

    Québec, QC, Canada American Council For Québec Studies Full time

    Job Ad – Fellow or Postdoctoral Fellow in Franco-American Studies, USM The University of Southern Maine seeks applicants for a one or two year, fixed-length, full-time position as Fellow or Postdoctoral Fellow in Franco American Studies. The Fellow will coordinate the Franco-American collection at the University of Southern Maine. This includes...