Current jobs related to Advisory Agent, Member and Client Experience - Desjardins - Desjardins
-
Advisory Agent, Member and Client Experience
2 weeks ago
Caisse Desjardins Ontario_Sudbury-Lasalle (MT), Canada Desjardins Full time $60,000 - $90,000 per yearThe 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...
-
Financial Services Jobs
2 weeks ago
Desjardins, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site. You will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial...
-
Agent de vente
1 week ago
Desjardins, Canada Boutique Vidéotron Full timeDescription du poste Venez faire carrière à notre succursale des Galeries Chagnon ! Nous recherchons présentement un agent de vente à temps plein. En pleine croissance dans la région de Québec, nous sommes à la recherche d'un agent de vente pour compléter notre équipe. L'agent de vente Vidéotron est le représentant de sa bannière. Il est...
-
Insurance Account Representative
4 days ago
Jennifer Charlebois-Robillard - Desjardins Insurance Agent Arnprior, Ontario, Canada Desjardins Insurance Agent Full time $47,000 - $50,000 per yearInsurance Account Representative - Desjardins Agent Team MemberLocation: Arnprior, ONJob Types: Full TimePosition Overview:Are you looking for a position where you can contribute to building an office culture where everyone has the opportunity to do meaningful work? It's our mission to protect the things that matter most to our clients and be there to help...
-
Insurance Sales and Retention Specialist
1 week ago
Jennifer Charlebois-Robillard - Desjardins Insurance Agent Arnprior, Ontario, Canada Desjardins Insurance Agent Full time $50,000 - $100,000 per yearInsurance Sales and Retention Specialist – Desjardins Agent Team Member Location: Arnprior, ON Job Type: Full TimePosition Overview:Are you passionate about helping people protect what matters most? Do you want to be part of a team that values meaningful work and community impact? At Desjardins, our mission is to support our clients through life's...
-
Daniel Battaglia - Desjardins Insurance Agent Richmond Hill, Ontario, Canada Daniel Battaglia Full time $600,000 per yearInsurance Service Representative – Desjardins Agent Team Member Location: Richmond Hill Type: Full TimeAre you someone who takes pride in delivering exceptional service, even under pressure? Whether you've worked in hospitality, automotive service, or another customer-facing role, your ability to care for people and solve problems makes you a perfect fit...
-
Client Success Representative
2 weeks ago
Chris Krasilczuk - Desjardins Insurance Agent Ottawa, Ontario, Canada Chris Krasilczuk Full time $40,000 - $80,000 per yearInsurance Client Success Representative - Desjardins Agent Team MemberLocation: Nepean, next to the Costco at Merivale and HuntclubJob Types: Full TimePosition Overview:Are you looking for a meaningful, relevant, engaging and rewarding career? Do you enjoy being the person who finds solutions? Do you like working with people? Do you want to work with a...
-
Insurance Agent
5 days ago
Eric Gruscyk - Desjardins Insurance Agent Oakville, Ontario, Canada Eric Gruscyk Full time $60,000 - $100,000 per yearInsurance Account Representative - Desjardins Agent Team MemberMandarin and/or Cantonese Speaking Location: Oakville, ON Type: Full Time, PermanentPosition Overview:A successful Desjardins Agent is seeking a qualified Mandarin and/or Cantonese speaking professional to join their winning team for the role of Insurance Account Representative -...
-
Client Concierge
2 days ago
Kevin Carruthers - Desjardins Insurance Agent Ottawa, Ontario, Canada Kevin Carruthers Full time $36,000 - $48,000 per yearKevin J Carruthers Insurance Inc.Opening: Client Concierge / Sales Administator Reports ToThe Job will report to the AgentJob OverviewThis role of the "Client Concierge / Sales Administrator" is to support our Agency in our efforts to elevate our Client Experience and set us apart from the Competition. Role consists of Greeting Clients that enter our...
-
Customer Service Insurance Agent
4 days ago
Lorrie Howe - Desjardins Insurance Agent Toronto, Ontario, Canada Lorrie Howe Full time $45,000 - $90,000 per yearDESJARDINS CUSTOMER SERVICE REPRESENTATIVE Location: Toronto, ON Job Types: Full Time, PermanentPosition Overview:Successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow...
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
Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy
Curious about this profession?
Click here
(only available in French)
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
2025-02-21
