Advisory Agent, Member and Client Experience

1 week ago

Cornwall, 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 :- 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 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- 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- Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

Communicates effectively, Situational adaptability, Tech savvy

LI-Onsite

Trade Union

Non-unionized

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

2024-10-22

  • Advisory Agent, Member and Client Experience

    3 days ago

    Cornwall, Canada Desjardins Full time

    Temporary position for 12 months (maternity leave replacement). The work mode arrangement for the position is full-time on site. As a member and client experience advisory agent at Desjardins Ontario Credit Union , you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome,...

  • Insurance Account Representative

    2 weeks ago

    Cornwall, Canada Lawrence Vandermeer - Desjardins Insurance Agent Full time

    **Insurance Account Representative** - Desjardins Agent Team Member** Location: Cornwall, ON Type: Full Time **Position Overview**: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins independent contractor agent may be the career for you! **Responsibilities**: -...

  • Life Insurance Agent

    1 week ago

    Cornwall, Canada Gadbois Insurance Agency Inc. Full time

    Job Overview: We are seeking a LLQP certified Life Insurance Agent to join our team on a full time, part time or casual basis. Work around your schedule. This is a sales-focused commission role that requires excellent communication and negotiation skills. This position has the ability to earn based on a competitive commission only structure. Work as much or...

  • Real Estate Listing Agent

    1 week ago

    Cornwall, Canada Synicky & Associates Full time

    Full Job Description **Compensation**:$115,000 at plan **Responsibilities**: - Convert pre-qualified leads that are passed on from sales agents to schedule listing appointments and grow the business - Assist clients on closing days by being present during their final step of the home-buying process when needed - Provide sellers with a clear listing...

  • Allstate Sales Agent

    5 days ago

    Cornwall, Canada Allstate Full time

    At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing...

  • Travel Agent Assistant

    6 days ago

    Cornwall, Canada Voyage Emy Inc Full time

    **Job Summary**: Our agencies are looking for professionals who are touched by travel and enthusiastically want to share their passion with our clients. Work with Transat Travel and you'll have the opportunity to make a difference in our clients' dream vacations. Voyage Emy Inc is looking for a motivated individual to join our team as a part-time **Travel...

  • Sales Agent

    1 week ago

    Cornwall, Canada Allstate Canada Full time

    **Who is Allstate**: Allstate Insurance Company of Canada is a leading home and auto insurer focused on providing its customers prevention and protection products and services for every stage of life. The company is proud to have been named a Best Employer in Canada for nine consecutive years and prioritizes supporting employees and fostering an inclusive,...

  • Leasing agent

    2 days ago

    Cornwall, Canada Gestion Zagora Full time

    About us:Gestion Zagora is a young and dynamic property management company with over 5 years of experience in the real estate industry. We own and manage several residential rental properties across Montréal, Montréal’s South Shore, Gatineau, and Québec City.As we continue to grow, we’re looking for passionate and motivated individuals to join our...

  • Allstate Sales Agent

    6 days ago

    Cornwall, Canada Allstate Full time

    At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing...

  • Agent/e D’orientation Et de Réinstallation Des

    1 day ago

    Cornwall, Canada Conseil Économique et Social d’Ottawa Carleton (CÉSOC) Full time

    OFFRE D’EMPLOI **Poste**: Agent/e d’orientation et de réinstallation des réfugiés Arabophone (On Call / sur appel) () **Département**: CÉSOC - Programme d’Appui à la Réinstallation (PAR) **Superviseur immédiat**: coordonnateur du PAR **Type d’emploi**: 1 poste sur appel d'une durée de 7.5 mois. **Heures de travail**: Sur appel par...