Advisory Agent, Member and Client Experience

2 weeks ago

SalaberrydeValleyfield, 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:

- Assist members and clients who have encountered fraud or irregularities. Monitor and process transactions required to settle their cases.

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 three 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
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of operating procedures related to convenience products and services and transactions

Communicates effectively, Situational adaptability, Tech savvy
**Trade Union (If applicable)**

CAISSE SALABERRY-DE-VALLEYFIELD (30080 / Conv_Col_00075) (2020-02-21 - )
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**

2025-04-29

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