Advisory Agent

4 weeks 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

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 advise members and clients on available financial products and services, and promote the various distribution channels available. You open accounts for them and help them with their financial transactions, while remaining attentive to their 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. Monitor and process transactions required to settle their cases.-
- 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 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

Work Location

4051, rue Molson Montréal

Trade Union

CAISSE SOLIDAIRE DESJARDINS (T: 92276)

Unposting Date

2024-02-15

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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