Advisory Agent, Member and Client Experience Specialist

2 months 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 in achieving their financial goals by providing personalized advice and guidance on our products and services.
  • Contribute to business development and maintain business relationships through exceptional service delivery and activities.
  • Assist members and clients who have encountered fraud or irregularities, and ensure they are referred to the appropriate partners.
  • Stay up-to-date on the latest standards, products, and services in the financial services industry.
  • 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 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
  • Communicates effectively
  • Customer Focus
  • Differences
  • Nimble learning
  • Situational adaptability
  • Tech savvy

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