Advisory Agent, Member and Client Experience
2 weeks ago
Temporary position for 10 months.
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- Available 5 days a week including 1 evening
Communicates effectively, Situational adaptability, Tech savvy
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
2025-01-29
-
Advisory Agen, Member and Client Experience
1 week ago
Shawinigan, Canada Desjardins Group Full timeAdvisory Agen, Member and Client Experience page is loaded## Advisory Agen, Member and Client Experienceremote type: The work arrangement for the position is full-time on-site worklocations: Shawinigantime type: Part timeposted on: Posted Todayjob requisition id: R2515364The work mode arrangement for the position is full-time on site.As a member...
-
Advisory Agen, Member and Client Experience
2 weeks ago
Shawinigan, Quebec, Canada Desjardins Full time $50,000 - $80,000 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...
-
Personal Banking Advisor – Advisory
4 weeks ago
Shawinigan, Canada Banque Nationale du Canada Full timeA major banking institution in Shawinigan is looking for a Banking Advisor who will provide personalized financial advice and solutions to clients. This role requires a college diploma and advisory experience, with opportunities for career advancement. Candidates should demonstrate excellent client engagement skills and a positive attitude towards diversity....
-
Personal Banking Advisor – Advisory
4 weeks ago
Shawinigan, Canada Banque Nationale du Canada Full timeA major banking institution in Shawinigan is looking for a Banking Advisor who will provide personalized financial advice and solutions to clients. This role requires a college diploma and advisory experience, with opportunities for career advancement. Candidates should demonstrate excellent client engagement skills and a positive attitude towards diversity....
-
Personal Banking Advisor – Advisory
4 weeks ago
Shawinigan, Canada Banque Nationale du Canada Full timeA major banking institution in Shawinigan is looking for a Banking Advisor who will provide personalized financial advice and solutions to clients. This role requires a college diploma and advisory experience, with opportunities for career advancement. Candidates should demonstrate excellent client engagement skills and a positive attitude towards diversity....
-
Shawinigan, Canada National Bank of Canada Full timeUne institution financière réputée est à la recherche d'un agent aux opérations pour accueillir les clients et assurer un service de qualité. Le candidat idéal dispose d'un DEP en administration et d'une expérience pertinente. Le rôle offre des conditions de travail hybrides et un large éventail d'avantages, y compris un programme de santé et...
-
Shawinigan, Canada National Bank of Canada Full timeUne institution financière réputée est à la recherche d'un agent aux opérations pour accueillir les clients et assurer un service de qualité. Le candidat idéal dispose d'un DEP en administration et d'une expérience pertinente. Le rôle offre des conditions de travail hybrides et un large éventail d'avantages, y compris un programme de santé et...
-
Financial Services Agent, Clientele
2 weeks ago
Shawinigan, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site. As 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...
-
Shawinigan, Canada Desjardins Full timeAgent-conseil ou agente-conseil, Expérience membre et client-FR Poste temporaire d’une durée indéterminée (sur appel). Le mode de travail s’appliquant au poste est temps plein sur site. À titre d’agent(e)-conseil, expérience membre et client à la Caisse Desjardins du Sud de la Chaudière, vous veillez à rehausser l’expérience de nos membres...
-
Shawinigan, Canada Desjardins Full timeAgent-conseil ou agente-conseil, Expérience membre et client-FR Poste temporaire d’une durée indéterminée (sur appel). Le mode de travail s’appliquant au poste est temps plein sur site. À titre d’agent(e)-conseil, expérience membre et client à la Caisse Desjardins du Sud de la Chaudière, vous veillez à rehausser l’expérience de nos membres...
