Advisory Agent Member and Client Experience Specialist

4 weeks ago

Rimouski, Canada Desjardins Full time
Job Title: Advisory Agent Member and Client Experience

Temporary position for 18 months (On call)

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

About the Role

As a member and client experience advisory agent, you will play a key role in ensuring that members and clients have a positive experience with our organization. Your primary responsibility will be to provide exceptional service to our members and clients, ensuring that they feel welcome, heard, and supported.

You will be responsible for promoting the organization's cooperative values through the support you provide, and for advising members and clients on available financial products and services. You will also be responsible for opening accounts for them and helping them with their financial transactions, while remaining attentive to their needs so you can offer them personalized solutions.

You will identify business opportunities and refer members and clients to colleagues who can help them with specialized needs. You will also be a proud ambassador of digital solutions and advise members and clients on their use.

Key Responsibilities
  • Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own.
  • 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.
Requirements

We are looking for a highly motivated and experienced individual who possesses the following qualifications:

  • High school diplomas in a related field
  • A minimum of three years of relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered
  • 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 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 standards

We are looking for a team player who is able to communicate effectively, be situational adaptable, and tech savvy.

#LI-Onsite

Trade Union

CAISSE DE RIMOUSKI (T: 60003)

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