Student job, Advisory Agent, Member and Client Experience

1 week ago

L'Orignal, Canada Desjardins Full time

Temporary Position for 4 Months

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

As a member and client experience advisory agent, you play a crucial role in enhancing the experience for members and clients, ensuring their satisfaction. Your responsibilities include creating a welcoming environment, understanding and addressing their needs, and empowering them financially. By promoting the organization's cooperative values, you provide essential support. You offer guidance on banking transactions, promote Desjardins' products and services, and introduce available distribution channels. Your focus is on personalized solutions tailored to meet the needs of members and clients. Identifying potential business opportunities, you refer individuals to specialists within the organization. Additionally, as a digital solutions advocate, you assist members and clients in utilizing technological tools effectively. Your role involves facilitating financial transactions, resolving any issues, and offering advice on prevention and safety measures. Specific duties include:

  • Supporting members and clients in utilizing applications and technological tools for independent transactions.
  • Contributing to business growth through service delivery and relationship maintenance.
  • Assisting individuals facing fraud or irregularities, guiding them to the appropriate resources.
  • Staying informed on the latest industry standards, products, and services.
  • Ensuring compliance with security, risk management, and regulatory standards.

What We Offer:

  • Competitive salary and annual bonus.
  • 4 weeks of flexible vacation starting in the first year.
  • Defined benefit pension plan ensuring stable income in retirement.
  • Group insurance with telemedicine coverage.
  • Reimbursement for health, wellness expenses, and telework equipment.

What You Bring to the Table:

  • High school diploma in a relevant field.
  • Minimum of two years of related experience.
  • Knowledge of counter products, services, and Desjardins offerings for members and businesses.
  • Familiarity with data integration, security measures, and financial cooperative fundamentals.
  • Understanding of operating procedures for transactions and service standards.
  • Strong communication skills in both French and English (oral and written).
  • Ability to communicate effectively, adapt to various situations, and demonstrate tech savvy.

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