Advisory Agent

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

As a personal member/client service agent, you help solicit and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices.

You assist members and clients and help maintain business relationships. You carry out sales, sales support and client relations activities for specific products and services or in response to information requests, tailoring your approach as needed. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.

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 : 2

**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- 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

Work Location

La caisse populaire Desjardins de Sept-Iles

Trade Union

CAISSE DE SEPT-ILES (T: 20335)

Unposting Date

2024-04-30

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.