Advisory Agent, Member and Client Experience
2 weeks ago
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 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:
- Contribute to business development and maintain business relationships through service delivery and activities.
- Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners.
- 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 bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
**What you bring to the table**
- High school diplomas in a related field
- A minimum of two years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- 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 automated and assisted transactions
- Knowledge of service standards
Communicates effectively, Situational adaptability, Tech savvy
Curious about this profession? Click here
LI-Onsite
**Trade Union (If applicable)**
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
**Job Family**
Member/client sales and service (FG)
**Unposting Date**
2025-06-25
-
Lévis, Canada Desjardins Full timeTemporary position for 12 months The work mode arrangement for the position is full-time on site As a member and client experience advisory agent at Caisse Desjardins de la Chaudière, 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...
-
Advisor, Member and Client Experience
2 weeks ago
Lévis, Canada Desjardins Full timeTemporary position for 12 months As a member/client experience advisor, you help improve the member/client experience and ensure NPS viability within the organization. Your role is to implement the NPS and boost its viability within the organization. You also handle customer journey redesign, to improve the experience each client segment has while using the...
-
Lévis, Canada Desjardins Full timeAgent-conseil ou agente-conseil, Expérience membre et client-FRJoin to apply for the Agent-conseil ou agente-conseil, Expérience membre et client-FR role at DesjardinsAgent-conseil ou agente-conseil, Expérience membre et client-FRJoin to apply for the Agent-conseil ou agente-conseil, Expérience membre et client-FR role at DesjardinsLe mode de travail...
-
Member Reception Agent
1 week ago
Lévis, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site. The incumbent is responsible for welcoming members and customers warmly and courteously. He or she must quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels. He or she transmits general information...
-
Agent(E) Service Client
20 hours ago
Lévis, Canada Les équipements récréatifs Jambette Full timeAgent(e) service client L’agent(e) service client sera responsable d’accompagner, guider et conseiller les clients, tels que les municipalités, écoles, CPE et garderies dans leurs recherches de produits de remplacement ou de garantie. Il ou elle sera responsable de maintenir un service client de haut niveau et de rendre nos clients satisfaits à...
-
Lévis, Canada Desjardins Full timeClaims advisor and property and casualty insurance agent, with AMF licenceJoin to apply for the Claims advisor and property and casualty insurance agent, with AMF licence role at DesjardinsContinue with Google Continue with GoogleClaims advisor and property and casualty insurance agent, with AMF licence1 week ago Be among the first 25 applicantsJoin to apply...
-
Property and Casualty Insurance Agent
1 week ago
Lévis, Canada Desjardins Group Full timeWork from home anywhere in Quebec.When you join our team, you'll get paid training to get an AMF certification and pursue a career in property and casualty insurance with Desjardins!PROPERTY AND CASUALTY INSURANCE AGENTGuide. Advise. Build loyalty.Agents help provide the best possible experience during a major life event, like buying a home or vehicle. They...
-
Financial Services Agent, Clientele
3 days ago
Lévis, Canada Desjardins Full timeAs a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of...
-
Lévis, Canada Desjardins Group Full timeTemporary position for 12 months The Operations Support Team is looking for a support agent. Do you love managing files? Are you known for your teamwork, attention to detail, people skills, customer service expertise and diligence? Then this opportunity might be right for you! As a disability insurance operations support agent, you provide the organization...
-
Property and Casualty Insurance Agent
1 week ago
Lévis, Canada Desjardins Full timeJoin to apply for the Property and Casualty Insurance Agent role at Desjardins.Work from home anywhere in Quebec.When you join our team, you'll receive paid training to obtain an AMF certification and pursue a career in property and casualty insurance with Desjardins.Responsibilities include: guiding clients, advising on coverage options, and building...
