Advisory Agent, Member and Client Experience

6 days ago

Montreal, Quebec, Canada Desjardins Full time

Temporary position for 1 month (On call).

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:

  • Support members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own.

  • 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.

  • Adhere to compliance, security and risk management rules.

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 convenience services products and services

  • Knowledge of Desjardins products and services for caisse members, products and services offered by Desjardins Business centres, components and distribution networks and channels, and products and services offered by competitors

  • Ability to enter data in the systems

  • Knowledge of security measures, legal frameworks 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

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.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask

Job Family

Member/client sales and service (FG)

Unposting Date

  • Advisory Agent, Member and Client Experience

    3 days ago

    Montreal, Quebec, 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...

  • Advisory Agent, Member and Client Experience

    2 weeks ago

    Montreal, Quebec, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on siteAs 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...

  • Advisory Agent, Member and Client Experience

    2 weeks ago

    Montreal, Quebec, 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...

  • Advisory Agent, Member and Client Experience

    1 week ago

    Montreal, Quebec, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on siteAs 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...

  • Advisory Agent, Member and Client Experience

    5 days ago

    Montreal, Quebec, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on siteAs 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...

  • Member/client services agent, Member/client sales and service

    5 days ago

    Montreal, Quebec, Canada Desjardins Full time

    Temporary position for 12 months.As a member/client service agent – sales, you help solicit and develop and maintain business relationships with members and clients. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs. You assist members and clients and help...

  • Agent Developer

    7 days ago

    Montreal, Quebec, Canada un emploi de Agent Developer Full time

    Développeur·euse d'agents IA et spécifications formellesLe Lab est une nouvelle division d'innovation chez Vooban, dédiée à amplifier le génie de nos équipes internes et de nos clients externes. Nous recherchons un·e Développeur·euse d'agents pour rejoindre l'équipe en tant que première embauche en ingénierie. Dans ce rôle à fort impact, vous...

  • Advisor, Member/client sales and service

    2 weeks ago

    Montreal, Quebec, Canada Desjardins Full time

    As a member/client service advisor – sales, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs. You help build and maintain business relationships with...

  • Agent-conseil, Expérience membre et client

    3 days ago

    Montreal, Quebec, 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...

  • Advisor, Member/client sales and service

    7 days ago

    Montreal, Quebec, Canada Desjardins Full time

    Temporary position for 6 months.As a member/client service Advisor – sales, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs. You help build and...