Advisory Agent Member and Client Experience Specialist

2 months ago

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

Desjardins is seeking a highly skilled and experienced Advisory Agent Member and Client Experience professional to join our team.

About the Role:

This is a temporary position for 18 months, working full-time on site. As an Advisory Agent Member and Client Experience professional, you will play a key role in ensuring that members and clients have a positive experience with our organization. Your primary responsibilities will include:

  • Providing exceptional customer service and support to members and clients, ensuring they feel welcome and valued.
  • Listening to and addressing the needs of members and clients, helping them with their financial empowerment and promoting our cooperative values.
  • Supporting and advising members and clients on available financial products and services, and promoting our various distribution channels.
  • Opening accounts for members and clients, and helping them with their financial transactions, while remaining attentive to their needs and offering personalized solutions.
  • Identifying business opportunities and referring 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, addressing any issues that may arise.
  • Providing information and support on the use of technological tools, sharing advice about prevention and safety.
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:
  • High school diplomas 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 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.
What We Offer:

As a member of our team, you will have the opportunity to work in a dynamic and collaborative environment, with a focus on delivering exceptional customer service and support. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

Please note that other combinations of qualifications and relevant experience may be considered.

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