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Financial Services Representative

4 weeks ago

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

At Desjardins, we're committed to providing exceptional service to our members and clients. As an Advisory Agent, Member and Client Experience, you'll play a key role in delivering this promise.

Key Responsibilities:
  • Support and Guidance: Provide expert support to members and clients, ensuring they have the tools and resources they need to succeed.
  • Business Development: Contribute to business growth by delivering exceptional service and building strong relationships with members and clients.
  • Fraud and Irregularity Support: Assist members and clients who have encountered fraud or irregularities, monitoring and processing transactions to resolve their cases.
  • Staying Current: Stay up-to-date on the latest standards, products, and services in the field, ensuring you're always equipped to provide the best possible service.
  • Compliance and Risk Management: Uphold the highest standards of compliance, security, and risk management, protecting our members and clients.
What We Offer:
  • Competitive Compensation: Enjoy a competitive salary and annual bonus, recognizing your hard work and dedication.
  • Flexible Vacation: Take advantage of 4 weeks of flexible vacation time, starting in your first year, to recharge and refocus.
  • Pension Plan: Participate in our defined benefit pension plan, providing predictable, stable income throughout your retirement.
  • Group Insurance: Enjoy group insurance, including telemedicine, to support your health and well-being.
  • Reimbursement: Receive reimbursement for health and wellness expenses and telework equipment, helping you thrive in your role.
Requirements:
  • Education: Hold a high school diploma in a related field.
  • Experience: Bring a minimum of three years of relevant experience to the table.
  • Language: Possess knowledge of French, essential for communicating with our members and clients.
  • Product Knowledge: Have in-depth knowledge of all counter and convenience products and services, as well as Desjardins products and services.
  • System Integration: Understand how to integrate data into systems, ensuring seamless operations.
  • Security Measures: Familiarize yourself with security measures, legal frameworks, and internal controls, upholding the highest standards of compliance.
  • Cooperative Philosophy: Demonstrate an understanding of the philosophy and fundamentals of financial services cooperatives, aligning with our values.
  • Operating Procedures: Possess knowledge of operating procedures related to convenience products and services and transactions.
  • Service Standards: Adhere to service standards, ensuring exceptional service delivery to our members and clients.

At Desjardins, we're dedicated to providing exceptional service to our members and clients. If you're passionate about delivering outstanding service and committed to upholding the highest standards of compliance and risk management, we encourage you to apply for this exciting opportunity.