Advisory Agen, Member and Client Experience,

2 weeks ago

SainteCatherinedeHatley, Canada Desjardins Full time

The work mode arrangement for the position is full-time on site.As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome, listening to and addressing their needs, and helping them with their financial empowerment. You promote the organization's cooperative values through the support you provide. You support and advise members and clients on available financial products and services, and promote the various distribution channels available. You open accounts for them and help them with their financial transactions, while remaining attentive to their needs so you can offer them personalized solutions. You identify business opportunities, and refer members and clients to colleagues who can help them with specialized needs. You are a proud ambassador of digital solutions and you advise members and clients on their use. You ensure that financial transactions go smoothly, while addressing any issues that may arise. You provide information and support on the use of technological tools, while sharing advice about prevention and safety. More specifically, you will be required to: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.What we offer*Competitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipment* What you bring to the tableHigh school diplomas in a related fieldA minimum of two years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredKnowledge of French is requiredKnowledge of all counter and convenience products and servicesKnowledge 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 competitorsKnowledge of integrating data into systemsKnowledge of security measures, legal framework and internal controlsUnderstanding of the philosophy and fundamentals of financial services cooperativesKnowledge of operating procedures related to convenience products and services and transactionsKnowledge of service standardsAction oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvyTrade Union (If applicable)

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