Member Services Agent

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 Level

NV-04

The incumbent supports the needs of members and customers with respect to convenience products and services. He or she advises and assists members and customers in selecting and using automation solutions and various alternative channels. He or she transmits general information on Desjardins Group's service offer to members and customers.

General Information on the Position
- The Caisse Desjardins du Réseau de la santé is the group specialized in healthcare and life sciences for Desjardins. Exclusively serving health professionals, the team is made up of advisors who know the industry, its challenges and its opportunities. Thus, they are in a position to offer a customized, efficient service that is tailored to businesses in the health sector. The Caisse Desjardins du Réseau de la santé is an accessible, cutting-edge provincial financial institution, created by and for people—students, professionals and retirees—in the healthcare sector. It serves more than 23,000 members drawn from different healthcare fields. It has some 80 employees spread across 7 financial service centres and more than 20 advisory service centres, dedicated to meet the needs of its members. The caisse and its employees work to uphold 4 main values: commitment, excellence, innovation and solidarity in its relationships with employees, members and partners. Employee engagement is a top priority for our officers and managers, who firmly believe that people are key to our success. The caisse is fully committed to becoming a recognized part of the health network.
- Do you want to work within two key institutions related to the healthcare and information technology sectors? Do you want to stand out for your contribution to developing and establishing exceptional client care?
- Main Responsibilities- Sell convenience products and services (e.g. Desjardins access card, Visa Desjardins card, AccèsD registration, fund transfers, account changes, traveller's cheques, authorized transit limit, inter-caisse authorizations, safety deposit boxes, cash orders). Perform the required transactions, and, when necessary, follow up with members and customers-
- Listen to members' and customers' needs in order to ensure their full satisfaction and identify sales opportunities, and, when appropriate, refer them to individuals who can meet their needs-
- As required, meet with members and customers to open accounts, following the process established by the Caisse-
- Support members and customers who have encountered fraud or irregularities (e.g. copied Desjardins access card, identity theft, phishing or any other issue related to the access card or Visa Desjardins card). Monitor and process transactions required for case settlements.-
- Contribute to sales growth by taking part in various solicitation and referral activities-
- Ensure that activities are completed in a timely fashion and in accordance with prescribed quality standards-
- Maintain the security of transactions and operations in accordance with current policies, practices and standards- Other working conditions- Schedule : 35 hours/week, Monday to Friday, including 1 evening shift-
- Workplace : Position located in Montreal or Thetford Mines, depending on the applicant selected. The work arrangement for the position is full-time on-site work #LI-Onsite-
- Number of jobs available : 3- Qualifications- High school diplômas in a related field-
- A minimum of 2 years of relevant experience- Please note that other combinaisons of qualifications and relevant experience may be considered- For vacant positions available in Quebec, please note that knowledge of French is required- Specific knowledge- Independent speaker, intermediate knowledge of English-
- 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 standardsDesjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Communicates effectively, Interpersonal Savvy, Situational adaptability

Work Location

Cai