Advisory Agent
3 weeks ago
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.
Job Level
NV-03
- INFORMATION : The Teller profession has evolved over the years. We adopted the Advisory Agent - Member and Client Experience title, to put emphasis on the advisory and relationship activities of the role.
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.
General Information on the Position
Main Responsibilities-
- 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.
Other working conditions- The work arrangement for the position is full-time on-site work #LI-Onsite- Number of jobs available : 1
**Qualifications**:
- High school diploma- A minimum of 2 years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered- For vacant positions available in Quebec, please note that knowledge of French is required
Specific knowledge- Proficient speaker, advanced knowledge of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients- 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
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Communicates effectively, Situational adaptability, Tech savvy
Work Location
Caisse Desjardins de L'Île-des-Soeurs-Verdun
Trade Union
CAISSE DE L'ÎLE-DES-SŒURS-VERDUN (VERDUN) (T: 30240)
Unposting Date
2023-08-3
Job Family
Member/client sales and service (FG)
Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.
-
Advisory Agent
7 days ago
Montréal, Canada Desjardins Full timeAt 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...
-
Advisory Agent
4 weeks ago
Montréal, Canada Desjardins Full timeAt 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...
-
Advisory Agent
4 days ago
Montréal, Canada Desjardins Full timeAt 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...
-
Advisory Agent
3 days ago
Montréal, Canada Desjardins Full timeAt 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...
-
Advisory Agent
4 weeks ago
Montréal, Canada Desjardins Full timeAt 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...
-
Member and Client Experience Advisory Agent
7 days ago
Montréal, Canada Desjardins Full timeAs 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...
-
Advisory Agent
4 weeks ago
Montréal, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site As a member and client experience advisory agent, at Caisse Desjardins de Rivière-des-Prairies , 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
7 days ago
Montréal, Canada Desjardins Full timeAt 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...
-
Advisory Agent
4 days ago
Montréal, Canada Desjardins Full timeAt 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...
-
Advisory Agent
4 days ago
Montréal, Canada Desjardins Full timeAt 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...
-
Advisory Agent
4 weeks ago
Montréal, Canada Desjardins Full timeAt 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...
-
Advisory Agent
4 weeks ago
Montréal, Canada Desjardins Full timeAt 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...
-
Member and Client Experience Advisory Agent
3 days ago
Montréal, Canada Desjardins Full timeAt 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...
-
Member and Client Experience Advisory Agent
4 weeks ago
Montréal, Canada Desjardins Full timeAt 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...
-
Agent de Service à Mi-Temps H/F
3 weeks ago
Montréal, QC, Canada Desjardins Group Full timeApply 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...
-
Montréal, Canada Desjardins Full timeTemporary 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 to the , 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,...
-
Agente ou Agent Administratif
7 days ago
Montréal, Canada COLLEGE DES MEDECINS Full time**Appellation interne** : _Agente ou agent - Agrément et CÉMA_ Vous êtes une personne rigoureuse, autonome et vous vous démarquez par votre capacité à établir des priorités ? Vous appréciez travailler en équipe et souhaitez contribuer à la mission du Collège des médecins du Québec de protection du public ? Nous voulons vous rencontrer! MANDAT...
-
Spanish Bilingual, French Bilingual
2 weeks ago
Montréal, QC, Canada Banque Nationale du Canada Full timeAdvisory 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...
-
Montréal, Canada Desjardins Full timeYou will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs. Main position in the caisse network...
-
Virtual Customer Service Associate
3 weeks ago
Montréal, QC, Canada Banque Nationale du Canada Full timeAdvisory services, Call centres As a customer service agent in disputes, you will answer calls from customers wishing to dispute transactions on their account. Your main mission will be to guide our clients through the dispute process, thus playing a key role in preventing fraud and protecting their financial interests. 75 per hour and we offer a program...