Advisory Agent, Member and Client Experience Specialist
2 days ago
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.
- 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
- 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
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Nimble learning
- Situational adaptability
- Tech savvy
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Montreal, Quebec, Canada Desjardins Full timeJob Title: Advisory Agent, Member and Client ExperienceThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key Responsibilities:Provide personalized support to members and...
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Montreal, Quebec, Canada Desjardins Full timeJob Title: Advisory Agent, Member and Client ExperienceThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key Responsibilities:Provide personalized support to members and...
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Montreal, Quebec, Canada Desjardins Full timeJob Title: Advisory Agent, Member and Client ExperienceThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key Responsibilities:Provide personalized support to members and...
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Montreal, Quebec, Canada Desjardins Full timeJob Title: Advisory Agent, Member and Client ExperienceThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key Responsibilities:Provide personalized support to members and...
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Montreal, Quebec, Canada Desjardins Full timeJob Title: Advisory Agent, Member and Client ExperienceThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key Responsibilities:Provide personalized support to members and...
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Montreal, Quebec, Canada Desjardins Full timeJob Title: Advisory Agent, Member and Client ExperienceThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key Responsibilities:Provide personalized support to members and...
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Montreal, Quebec, Canada Desjardins Full timeJob Title: Advisory Agent, Member and Client ExperienceThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key Responsibilities:Provide personalized support to members and...
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Montreal, Quebec, Canada Desjardins Full timeJob Title: Advisory Agent, Member and Client ExperienceThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key Responsibilities:Provide personalized support to members and...
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Montreal, Quebec, Canada Desjardins Full timeJob SummaryWe 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 ResponsibilitiesSupport members and clients in achieving their financial...
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Montreal, Quebec, Canada Desjardins Full timeJob SummaryWe 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 ResponsibilitiesSupport members and clients in achieving their financial...
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Montreal, Quebec, Canada Desjardins Full timeJob SummaryWe 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 ResponsibilitiesSupport members and clients by providing information and...
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Montreal, Quebec, Canada Desjardins Full timeJob SummaryWe 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 ResponsibilitiesSupport members and clients by providing information and...
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Montreal, Quebec, Canada Desjardins Full timeJob SummaryWe 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 ResponsibilitiesSupport members and clients in achieving their financial...
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Montreal, Quebec, Canada Desjardins Full timeJob SummaryWe 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 ResponsibilitiesSupport members and clients in achieving their financial...
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Montreal, Quebec, Canada Desjardins Full timeThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key ResponsibilitiesProvide personalized support to members and clients, ensuring they feel welcome and valued.Listen to and...
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Montreal, Quebec, Canada Desjardins Full timeThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key ResponsibilitiesProvide personalized support to members and clients, ensuring they feel welcome and valued.Listen to and...
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Montreal, Quebec, Canada Desjardins Full time**Job Summary**The role of the Advisory Agent, Member and Client Experience is to provide exceptional service to members and clients, ensuring their satisfaction and financial empowerment. As a key ambassador of digital solutions, you will advise and support members and clients on various financial products and services, promoting the organization's...
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Montreal, Quebec, Canada Desjardins Full time**Job Summary**The role of the Advisory Agent, Member and Client Experience is to provide exceptional service to members and clients, ensuring their satisfaction and financial empowerment. As a key ambassador of digital solutions, you will advise and support members and clients on various financial products and services, promoting the organization's...
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Montreal, Quebec, Canada Desjardins Full time**Job Summary**The role of the Advisory Agent, Member and Client Experience is to provide exceptional service to members and clients, ensuring their needs are met and exceeded. As a key member of the Desjardins team, you will be responsible for promoting the organization's cooperative values and providing personalized solutions to members and clients.**Key...
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Montreal, Quebec, Canada Desjardins Full time**Job Summary**The role of the Advisory Agent, Member and Client Experience is to provide exceptional service to members and clients, ensuring their needs are met and exceeded. As a key member of the Desjardins team, you will be responsible for promoting the organization's cooperative values and providing personalized solutions to members and clients.**Key...
