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Advisory Agent Member and Client Experience Specialist

2 months ago


Rimouski, Quebec, Canada Desjardins Full time

**Temporary Position for 18 Months**

The work mode arrangement for this position is full-time on-site.

As a member and client experience advisory agent, you will play a key role in enhancing the overall experience of our members and clients. Your primary responsibility will be to ensure that they feel welcome, listened to, and satisfied with the services provided.

You will support and advise members and clients on available financial products and services, promoting the organization's cooperative values through your support. You will also be responsible for opening accounts, assisting with financial transactions, and providing personalized solutions to meet their needs.

**Key Responsibilities:**

  • Support members and clients by informing them of existing applications and technological tools that can help them perform transactions and operations independently.
  • Contribute to business development and maintain business relationships through service delivery and activities.
  • Assist members and clients who have encountered fraud or irregularities, monitoring and processing transactions required to settle their cases.
  • Stay up-to-date on the latest standards, products, and services in your field.
  • Uphold compliance, security, and risk management standards.

**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 centers, 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 transactions.
  • Knowledge of service standards.
  • Effective communication skills, situational adaptability, and technical savvy.