Advisory Agent, Member and Client Experience Specialist

1 month ago

Montreal, Quebec, Canada Desjardins Full time
Job Summary

We are seeking a highly skilled and experienced Advisory Agent, Member and Client Experience to join our team at Desjardins. As a key member of our team, you will be responsible for providing exceptional client experience and advisory services to our members and clients.

Key Responsibilities
  • Support members and clients by providing information and guidance on our products and services, as well as promoting our cooperative values.
  • 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 up-to-date on the latest standards, products, and services in your field.
  • Uphold compliance, security, and risk management standards.
What We Offer
  • Competitive salary and annual bonus.
  • 4 weeks of flexible vacation starting in the first year.
  • Defined benefit pension plan that provides predictable, stable income throughout retirement.
  • Group insurance including telemedicine.
  • Reimbursement of health and wellness expenses and telework equipment.
Requirements
  • High school diploma in a related field.
  • A minimum of three years of relevant experience.
  • Knowledge of French is required.
  • 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 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.
What We're Looking For
  • Action-oriented individual with excellent communication skills.
  • Customer-focused with a strong understanding of the cooperative philosophy.
  • Nimble learner with the ability to adapt to changing situations.
  • Technologically savvy with a strong understanding of digital solutions.

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