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Advisory Agent Member and Client Experience Specialist

2 months ago

Rimouski, Quebec, Canada Desjardins Full time
{"title": "Member and Client Experience Advisor", "content": "Job Summary

We are seeking a highly skilled Member and Client Experience Advisor to join our team at Desjardins. As a key member of our team, you will be responsible for providing exceptional service to our members and clients, ensuring their financial empowerment and satisfaction.

Key Responsibilities
  • Support members and clients in achieving their financial goals by providing personalized solutions and promoting our cooperative values.
  • Advise members and clients on available financial products and services, and promote our distribution channels.
  • Open accounts, process transactions, and address any issues that may arise.
  • Identify business opportunities and refer members and clients to colleagues who can assist with specialized needs.
  • Stay up-to-date on the latest standards, products, and services in your field.
Requirements
  • High school diploma in a related field.
  • 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.
  • 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.
What We Offer

We offer a dynamic and supportive work environment, opportunities for growth and development, and a competitive compensation package.

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