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Advisory Agent
2 weeks ago
The work mode arrangement for the position is full-time on siteAs 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 provide advice to members and clients about their banking transactions. You promote all Desjardins products and services, and the various distribution channels available. You are attentive to members' and clients' 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 :Consistently adhere to Desjardins service standards when welcoming members and customers in order to provide a distinctive experienceAs time permits, foster member and customer autonomy by assisting them in the optimal use of alternative tools and channels (e.g. ATMs, AccèsD Internet and telephone, Desjardins mobile services, Desjardins.com, and complementary channels such as the Student Service Centre and Desjardins Bank)Ensure that members and customers experience a reasonable waiting time in the waiting room. To that effect, observe their reactions and maintain their satisfactionPay attention to the needs of members and customers to ensure their full satisfaction and seize sales opportunitiesWhen coming into contact with members and customers, work to strengthen the trust they have in Desjardins by adequately meeting their needsAs needed, schedule appointments following the process established by the caisseAs required and on an ad hoc basis, answer and route phone calls and collect and provide general information.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#LI-OnsiteWhat you bring to the tableHigh school diplomas in a related fieldA minimum of three 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 competitorsUnderstanding of the philosophy and fundamentals of financial services cooperativesKnowledge of reception procedureAction oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptabilityTrade Union (If applicable)
