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Member Reception Agent

5 months ago


Montréal, Canada Desjardins Full time

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

The incumbent is responsible for welcoming members and customers warmly and courteously. He or she must quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels. He or she transmits general information on Desjardins Group's service offer to members and customers.

General Information on the Position

Main Responsibilities- Consistently adhere to Desjardins service standards when welcoming members and customers in order to provide a distinctive experience.-
- Ensure that members and customers experience a reasonable waiting time in the waiting room. To that effect, observe their reactions and maintain their satisfaction.- Pay attention to the needs of members and customers to ensure their full satisfaction and seize sales opportunities.- When coming into contact with members and customers, work to strengthen the trust they have in Desjardins by adequately meeting their needs.- As needed, schedule appointments following the process established by the caisse.- As required and on an ad hoc basis, answer and route phone calls and collect and provide general information.

Other working conditions- The work arrangement for the position is full-time on-site work- Number of jobs available: 1

**Qualifications**:
- High school diploma in a related field- 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- 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 security measures, legal framework and internal controls- Understanding of the philosophy and fundamentals of financial services cooperatives- Knowledge of reception procedure- Knowledge of the general responsibilities of the caisse teams (organizational structure, roles and responsibilities)- Knowledge of service standards

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Interpersonal Savvy

Work Location

223, rue Fleury Ouest Montréal

Trade Union

CAISSE CENTRE-NORD DE MONTRÉAL (T: 30166)

Unposting Date

2023-02-14

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.