Financial Services Representative

1 month ago


Verchères, Quebec, Canada Desjardins Full time

As a Member and Client Experience Agent at Desjardins, you will play a key role in delivering exceptional service to our members and clients. Your primary responsibility will be to provide personalized support and guidance to help them achieve their financial goals.

Key Responsibilities:

  • Support members and clients in using our digital tools and services to manage their finances.
  • Contribute to business development by identifying opportunities to promote our products and services.
  • Assist members and clients who have encountered fraud or irregularities, and monitor and process transactions to resolve their cases.
  • Stay up-to-date on the latest standards, products, and services in the financial industry.
  • Ensure compliance with security and risk management standards.

What We Offer:

  • Competitive salary and annual bonus.
  • Four weeks of flexible vacation starting in the first year.
  • Defined benefit pension plan providing predictable, stable income throughout retirement.
  • Group insurance, including telemedicine.
  • Reimbursement of health and wellness expenses and telework equipment.

What You Bring to the Table:

  • 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 transactions.
  • Knowledge of service standards.


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