Advisory Agent Member and Client Experience Specialist
1 month ago
Desjardins is seeking a highly skilled and experienced Advisory Agent Member and Client Experience professional to join our team. As a key member of our team, you will play a vital role in providing exceptional client experience and ensuring that our members and clients feel welcome and supported.
Key Responsibilities:- Provide personalized support and advice to members and clients on their banking transactions and financial empowerment.
- Promote Desjardins products and services, and the various distribution channels available.
- Identify business opportunities and refer members and clients to colleagues who can help them with specialized needs.
- Advise members and clients on the use of digital solutions and ensure that financial transactions go smoothly.
- Provide information and support on the use of technological tools and share advice on prevention and safety.
- High school diploma in a related field.
- A minimum of two years of relevant experience.
- Strong communication skills in both French and English, both oral and written.
- 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 automated and assisted transactions.
- Knowledge of service standards.
- Available for travel in the Ottawa area and Eastern Ontario.
- Available to work Saturdays and Thursday evenings.
What We Offer:
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- A competitive compensation package.
How to Apply:
Please submit your application, including your resume and cover letter, to [insert contact information].
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