Current jobs related to Advisory Agent, Member and Client Experience - Montreal - Desjardins Group
-
Montreal, Quebec, Canada Desjardins Full timeJob Title: Advisory Agent, Member and Client ExperienceThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key Responsibilities:Provide personalized support to members and...
-
Montreal, Quebec, Canada Desjardins Full timeJob SummaryWe are seeking a highly skilled and experienced Advisory Agent, Member and Client Experience to join our team at Desjardins. As a key member of our team, you will be responsible for providing exceptional client experience and advisory services to our members and clients.Key ResponsibilitiesSupport members and clients in achieving their financial...
-
Montreal, Quebec, Canada Desjardins Full timeJob SummaryWe are seeking a highly skilled and experienced Advisory Agent, Member and Client Experience to join our team at Desjardins. As a key member of our team, you will be responsible for providing exceptional client experience and advisory services to our members and clients.Key ResponsibilitiesSupport members and clients in achieving their financial...
-
Montreal, Quebec, Canada Desjardins Full timeJob SummaryWe are seeking a highly skilled and experienced Advisory Agent, Member and Client Experience to join our team at Desjardins. As a key member of our team, you will be responsible for providing exceptional client experience and advisory services to our members and clients.Key ResponsibilitiesSupport members and clients by providing information and...
-
Advisory Agent, Member and Client Experience
2 weeks ago
Montreal, Canada Desjardins Full timeThe 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...
-
Montreal, Quebec, Canada Desjardins Full time**Job Summary**The role of the Advisory Agent, Member and Client Experience is to provide exceptional service to members and clients, ensuring their satisfaction and financial empowerment. As a key ambassador of digital solutions, you will advise and support members and clients on various financial products and services, promoting the organization's...
-
Montreal, Quebec, Canada Desjardins Full time**Job Summary**The role of the Advisory Agent, Member and Client Experience is to provide exceptional service to members and clients, ensuring their satisfaction and financial empowerment. As a key ambassador of digital solutions, you will advise and support members and clients on various financial products and services, promoting the organization's...
-
Montreal, Quebec, Canada Desjardins Full time**Job Summary**The role of the Advisory Agent, Member and Client Experience is to provide exceptional service to members and clients, ensuring their needs are met and exceeded. As a key member of the Desjardins team, you will be responsible for promoting the organization's cooperative values and providing personalized solutions to members and clients.**Key...
-
Montreal, Quebec, Canada Desjardins Full time**Job Summary**The role of the Advisory Agent, Member and Client Experience is to provide exceptional service to members and clients, ensuring their needs are met and exceeded. As a key member of the Desjardins team, you will be responsible for promoting the organization's cooperative values and providing personalized solutions to members and clients.**Key...
-
Advisory Agent, Member and Client Experience
4 months ago
Montreal, Canada Desjardins Full timeThe 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...
-
Montreal, Quebec, Canada Desjardins Full timeAbout the RoleThe Client Experience and Advisory Agent will play a key role in enhancing the overall experience of members and clients at Desjardins. This position requires a strong focus on customer satisfaction, ensuring that members and clients feel welcome, heard, and supported in their financial empowerment journey.Key ResponsibilitiesSupport members...
-
Montreal, Quebec, Canada Desjardins Full timeAbout the RoleThe Client Experience and Advisory Agent will play a key role in enhancing the overall experience of members and clients at Desjardins. This position requires a strong focus on customer satisfaction, ensuring that members and clients feel welcome, heard, and supported in their financial empowerment journey.Key ResponsibilitiesSupport members...
-
Client Experience Advisory Specialist
1 month ago
Montreal, Quebec, Canada Desjardins Full timeThe position is structured as a full-time on-site role.As a Client Experience Advisory Specialist, your primary responsibility is to enhance the experience of both members and clients, ensuring their satisfaction. This involves creating a welcoming atmosphere, actively listening to their needs, and assisting them in achieving financial empowerment. You will...
-
Montreal, Quebec, Canada Desjardins Full timeAbout the RoleThe Client Experience and Advisory Services Representative will play a key role in enhancing the overall experience of members and clients at Desjardins. This individual will be responsible for ensuring that members and clients feel welcome, listened to, and supported in their financial empowerment journey.Key ResponsibilitiesProvide...
-
Montreal, Quebec, Canada Desjardins Full timeAbout the RoleThe Client Experience and Advisory Services Representative will play a key role in enhancing the overall experience of members and clients at Desjardins. This individual will be responsible for ensuring that members and clients feel welcome, listened to, and supported in their financial empowerment journey.Key ResponsibilitiesProvide...
-
Member and Client Experience Advisor
2 weeks ago
Montreal, Quebec, Canada Desjardins Full timeAbout the RoleThe Client Experience and Advisory Services Representative will play a key role in enhancing the overall experience of members and clients at Desjardins. This individual will be responsible for ensuring that members and clients feel welcome, listened to, and supported in their financial empowerment journey.Key ResponsibilitiesProvide...
-
Member and Client Experience Advisor
2 weeks ago
Montreal, Quebec, Canada Desjardins Full timeAbout the RoleThe Client Experience and Advisory Services Representative will play a key role in enhancing the overall experience of members and clients at Desjardins. This individual will be responsible for ensuring that members and clients feel welcome, listened to, and supported in their financial empowerment journey.Key ResponsibilitiesProvide...
-
Cross-Border Tax Advisory Specialist
1 month ago
Montreal, Quebec, Canada Richter Full timePosition: Associate/Manager - U.S. Tax AdvisoryCompany: Richter Montreal OfficeRichter is a distinguished Business | Family Office dedicated to providing strategic guidance on both business and personal financial matters. With nearly a century of expertise, Richter delivers comprehensive solutions tailored for successful entrepreneurs, private clients, and...
-
International Tax Advisory Manager/Associate
1 month ago
Montreal, Quebec, Canada Richter Full timeJob Title: Associate/Manager - U.S. AdvisoryCompany: Richter Montreal OfficeRichter is a leading Business | Family Office dedicated to providing strategic guidance on both corporate matters and the financial aspirations of families. With nearly a century of expertise, Richter delivers comprehensive solutions tailored for successful entrepreneurs, private...
-
Financial Services Agent, Customer Support
3 weeks ago
Montreal, Quebec, Canada National Bank Full timeCustomer Service Agent Role at National BankAs a Customer Service Agent at National Bank, you will play a vital role in providing exceptional support to clients with their financial needs.Support clients with personal loans, lines of credit, and mortgages by offering personalized solutions and expert advice.Utilize your listening and advisory skills to...
Advisory Agent, Member and Client Experience
4 months ago
Agent-conseil ou agente-conseil, Expérience membre et client page is loaded Agent-conseil ou agente-conseil, Expérience membre et client Postuler remote type Le mode de travail s’appliquant au poste est temps plein sur site locations Montréal time type Temps plein posted on Publié il y a 5 jour(s) job requisition id R2406345
Le mode de travail s’appliquant au poste est temps plein sur site
À titre d’agent(e)-conseil expérience membre et client à la Caisse Desjardins du Complexe Desjardins , vous veillez à rehausser l’expérience de nos membres et clients et vous vous assurez de leur satisfaction. Ceci passe, entre autres, par votre accueil bienveillant, par votre écoute, par la prise en charge de leurs besoins et par votre accompagnement dans la gestion de leur autonomie financière. À travers cet accompagnement, vous faites connaître les valeurs coopératives de Desjardins. Vous accompagnez les membres et clients et leur offrez des conseils pour leurs transactions bancaires. Vous faites la promotion de l’ensemble des produits et services Desjardins ainsi que des différents canaux de distribution disponibles. Vous êtes à l’écoute de leurs besoins afin de leur proposer des solutions adaptées. Vous repérez les occasions d’affaires et dirigez les membres et clients vers vos collègues pour leurs besoins de services spécialisés. Vous êtes un fier ambassadeur des solutions numériques et vous offrez des conseils aux membres et clients pour l’utilisation de ces solutions. Vous veillez au bon déroulement de leurs transactions financières, tout en assurant la prise en charge de la résolution de problèmes, le cas échéant. Vous mettez l’accent sur l’information et sur l’accompagnement à l’utilisation des outils technologiques, tout en y intégrant des conseils de prévention et de sécurité. Plus spécifiquement, vous serez amené(e) à :
Accompagner les membres et clients dans leurs opérations et leurs transactions, en saisissant les occasions pour les informer des applications et des outils technologiques existants, leur permettant d’être plus autonomes dans ces activités.
Contribuer au développement des affaires et au maintien de la relation d’affaires, à travers la prestation de services et par le biais d’activités.
Accompagner les membres et clients ayant subi des fraudes ou des irrégularités et s’assurer de les diriger vers les partenaires désignés
Demeurer à l’affût des nouveautés liées aux normes, produits ou services dans votre champ d’activité.
Respecter les règles de conformité, de sécurité et de gestion des risques.
Ce que nous offrons*
Salaire concurrentiel et boni annuel
4 semaines de vacances flexibles dès la première année
Régime de retraite à prestations déterminées qui assure un revenu prévisible et stable durant toute la retraite
Régime d’assurance collective incluant des services de télémédecine
Remboursement des frais liés à la santé, au bien-être et à de l’équipement pour le télétravail
*Les avantages sont applicables en fonction des critères d’admissibilité.
Ce que vous mettrez à profit
Diplôme d’études secondaires (DES)
Un minimum de deux ans d’expérience pertinente
Veuillez noter que d’autres combinaisons de formation et d’expérience pertinentes pourraient être considérées
Connaissance du français nécessaire
Maitrise de l’anglais de niveau intermédiaire avancé en raison de la nature des tâches, des outils de travail ou d'interactions avec des partenaires ou membres et clients anglophones.
Connaissance de l'ensemble des produits et services Desjardins relatifs au courant et à la convenance.
Connaissance de l'intégration des données dans les systèmes.
Connaissance des mesures de sécurité, de l'encadrement légal et du contrôle interne.
Connaissance de la philosophie et du fonctionnement d'une coopérative de services financiers.
#LI-Onsite
Syndicat
Non SyndiquéChez Desjardins, on croit à l’équité, à la diversité et à l’inclusion. Nous nous engageons à accueillir toutes les personnes, à les considérer et à les valoriser pour ce qu’elles sont, à nous enrichir de leurs différences et de leur unicité et, surtout, à leur offrir un environnement de travail où elles seront bien. Pour nous, la discrimination, peu importe ses formes, c’est tolérance zéro Nous croyons en l’importance que nos équipes soient le reflet de la diversité de nos membres, de notre clientèle et des communautés que nous servons.
Si vous avez besoin d’assistance pour rendre plus accessible le processus de recrutement ou le poste pour lequel vous postulez, veuillez nous en informer. Des mesures d’aménagement seront offertes aux personnes qui en font la demande à n’importe quelle étape du processus de recrutement.
Famille d'emplois
Services aux membres et clients - vente (GF)Date de fin d'affichage
2024-06-13 Emplois similaires (1) Agent-conseil ou agente-conseil, Expérience membre et client remote type Le mode de travail s’appliquant au poste est temps plein sur site locations Montréal time type Temps plein posted on Publié hier #J-18808-Ljbffr