Advisory Agent, Member and Client Experience

4 weeks ago

BaieSaintPaul Quebec GZ, Charlevoix, Canada Desjardins Group 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 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 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.

What you bring to the table

  • High school diploma 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 service standards

Communicates effectively, situational adaptability, tech-savvy.

#LI-Onsite

Trade Union

CAISSE FLEUVE ET DES MONTAGNES (CHARLEVOIX) (T: 20297)

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

2024-08-23

#J-18808-Ljbffr

  • Financial Security Advisor

    4 weeks ago

    Baie-Saint-Paul, Quebec, G3Z, Charlevoix, Canada Desjardins Group Full time

    Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry. We're currently expanding this great team and have many opportunities available in different regions of Quebec.As a life and health insurance professional, you're expected to:Work as a team as you proactively sell...

  • Agent(e) aux comptes à recevoir

    2 weeks ago

    La Malbaie, Quebec, G5A, Charlevoix-Est, Canada Promutuel Assurance Full time

    Être au cœur de ce que vous faites le mieux En plus d’offrir des défis stimulants, nous vous offrons de libérer votre véritable potentiel tout en évoluant dans un milieu de travail dynamique et authentique, où règne un esprit d’équipe hors du commun. Nous nous distinguons par notre approche humaine, autant à l’égard de notre personnel que...

  • Banking Advisor

    4 months ago

    La Malbaie, Quebec, G5A, Charlevoix-Est, Canada National Bank Full time

    A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role offers...

  • Agent.e administratif.ve – Accueil et admission – Hôpital de La Malbaie

    1 month ago

    La Malbaie, Quebec, G5A, Charlevoix-Est, Canada Place aux Jeunes Full time

    MandatVous aimez le contact avec la clientèle et vous êtes reconnu(e) comme étant une personne rigoureuse, organisée, professionnelle et discrète ?Nous voulons vous connaître ! Nous sommes présentement à la recherche d’un ou d’une agent(e) administratif(ve) au sein de notre équipe à l’accueil et admission à l’Hôpital de La Malbaie pour un...

  • Commis - Charcuterie

    2 weeks ago

    La Malbaie, Quebec, G5A, Charlevoix-Est, Canada Maxi Full time

    Referred applicants should not apply directly to this role. All referred applicants must first be submitted through Workday by a current Loblaw Colleague. Come make your difference in communities across Canada, where authenticity, trust and making connections is valued - as we shape the future of Canadian retail, together. Our unique position as one of the...

  • Advisory Agent, Member and Client Experience

    4 weeks ago

    Baie-Saint-Paul, Canada Desjardins Group 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 the...

  • Advisory Agent, Member and Client Experience

    4 weeks ago

    Baie-Comeau, Quebec, G4Z, Manicouagan, Canada Desjardins Group Full time

    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, 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...

  • Advisory Agent, Member and Client Experience

    4 weeks ago

    Baie-Comeau, Canada Desjardins Group Full time

    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, 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...

  • Advisory Agent Member and Client Experience

    4 weeks ago

    Quebec, Canada Desjardins Group 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 the...

  • Member and Client, Experience Advisory Agent

    2 weeks ago

    Saint-apollinaire, Canada Desjardins Full time

    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, 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...

  • Advisory Agent, Member and Client Experience

    2 weeks ago

    Saint-pascal, 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 the...

  • Advisory Agent

    4 weeks ago

    Saint-Sauveur, Quebec, J0R, Les Pays-d'en-Haut, Canada Desjardins Group Full time

    Temporary position of indeterminate duration (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 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...

  • Advisory Agent Member and Client Experience

    4 weeks ago

    Quebec, Quebec, G0A, Québec City, Canada Desjardins Group 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 the...

  • Advisory Agent, Member and Client Experience

    4 weeks ago

    Saint-donat, 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 the...

  • Advisory Agent, Member and Client Experience

    3 weeks ago

    Saint-Jean-de-Matha, 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 the...

  • Advisory Agent

    4 weeks ago

    Saint-Sauveur, Canada Desjardins Group Full time

    Temporary position of indeterminate duration (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 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...

  • Advisory Agent, Member and Client Experience

    4 weeks ago

    Lévis, Quebec, Desjardins, Canada Desjardins Group Full time

    Temporary position for 6 months. 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...

  • Advisory Agent, Member and Client Experience

    4 weeks ago

    Labelle, Quebec, J0T, Les Laurentides, Canada Desjardins Group Full time

    Temporary position of indeterminate duration (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 and clients a better experience, ensuring that they are satisfied. This includes making sure they feel welcome, listening to and addressing their needs, and helping...

  • Advisory Agent, Member and Client Experience

    4 weeks ago

    Rivière-Rouge, Quebec, Antoine-Labelle, Canada Desjardins Group Full time

    Temporary position of indeterminate duration (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 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...

  • Advisory Agent, Member and Client Experience

    3 weeks ago

    Saint-Marc-des-Carrières, QC, Canada Desjardins Full time

    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, 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...

  • Advisory Agent, Member and Client Experience

    4 weeks ago

    Montreal, Quebec, G4F, CA 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 the...

  • Advisory Agent Member and Client Experience

    4 weeks ago

    Gatineau, Quebec, G8R, Outaouais, Canada Desjardins Group 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 the...

  • Advisory Agent, Member and Client Experience

    4 weeks ago

    Châteauguay, Quebec, Roussillon, Canada Desjardins Group 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 the...

  • Advisory Agent, Member and Client Experience

    4 weeks ago

    Gracefield, Quebec, J9W, La Vallée-de-la-Gatineau, Canada Desjardins Group Full time

    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, 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...

  • Advisory Agent Member and Client Experience

    4 weeks ago

    Rimouski, Quebec, G0K, Les Basques, Canada Desjardins Group Full time

    Temporary position for 18 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 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...