Advisory Agent

2 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-04

The incumbent supports the needs of members and customers with respect to convenience products and services. He or she advises and assists members and customers in selecting and using automation solutions and various alternative channels. He or she transmits general information on Desjardins Group's service offer to members and customers.

General Information on the Position
- Main Responsibilities- Sell convenience products and services (e.g. Desjardins access card, Visa Desjardins card, AccèsD registration, fund transfers, account changes, traveller's cheques, authorized transit limit, inter-caisse authorizations, safety deposit boxes, cash orders). Perform the required transactions, and, when necessary, follow up with members and customers.-
- Listen to members' and customers' needs in order to ensure their full satisfaction and identify sales opportunities, and, when appropriate, refer them to individuals who can meet their needs.-
- As required, meet with members and customers to open accounts, following the process established by the Caisse.-
- Support members and customers who have encountered fraud or irregularities (e.g. copied Desjardins access card, identity theft, phishing or any other issue related to the access card or Visa Desjardins card). Monitor and process transactions required for case settlements.-
- Contribute to sales growth by taking part in various solicitation and referral activities.-
- Ensure that activities are completed in a timely fashion and in accordance with prescribed quality standards.-
- Maintain the security of transactions and operations in accordance with current policies, practices and 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 3 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 transactions-
- Knowledge of service standardsDesjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Communicates effectively, Interpersonal Savvy, Situational adaptability

Work Location

1101 rue Ste-Catherine Ouest Montréal

Trade Union

Non Syndiqué

Unposting Date

2023-06-12

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.

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