Advisory Agent, Member and Client Experience
1 day ago
Overview The work mode arrangement for the position is full-time on site. Responsibilities 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. 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 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 Benefits apply based on eligibility criteria. 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 Action oriented, Communicates effectively, Customer Focus, Nimble learning. Trade Union (If applicable) CAISSE VAL-SAINT-FRANÇOIS (CSN) (50119 / Conv_Col_ - ) 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 Job Family: Member/client sales and service (FG) Unposting Date Unposting Date: -3 #J-18808-Ljbffr
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Windsor, Canada Desjardins Group Full timeAdvisory Agent, Member and Client Experience page is loaded## Advisory Agent, Member and Client Experienceremote type: The work arrangement for the position is full-time on-site worklocations: Windsor (Québec)time type: Part timeposted on: Posted Todayjob requisition id: R The work mode arrangement for the position is full-time on site.As a member and...
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Advisory Agent, Member and Client Experience
2 days ago
Windsor, Canada Desjardins Full timeTemporary position for 12 months (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...
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Windsor, Canada Desjardins Group Full timeThe 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...
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Advisory Agent, Member and Client Experience
2 weeks ago
Windsor, Canada Desjardins Full timeThe 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...
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Advisory Agent, Member and Client Experience
7 days ago
Windsor, Ontario, Canada Desjardins Full timeThe 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...
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Member & Client Experience Advisor
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Windsor, Canada Desjardins Group Full timeA leading cooperative financial group in Windsor, Ontario is seeking an Advisory Agent to enhance member and client experience. In this full-time on-site role, you will promote products and assist clients with banking transactions, ensuring their satisfaction and financial empowerment. A high school diploma and two years of relevant experience are required....
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Windsor, Canada Desjardins Group Full timeA leading financial services organization is seeking a Member and Client Experience Advisory Agent in Windsor, Canada. The role involves supporting clients with their banking transactions, promoting products, and providing advice on digital solutions. Ideal candidates should have a high school diploma and at least two years of relevant experience, along with...
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On-Site Member Experience Advisor
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Windsor, Canada Desjardins Full timeA financial services organization in Windsor is looking for a member and client experience advisory agent. In this full-time on-site role, you will enhance member satisfaction by providing expert advice and support on banking transactions and technological tools. Essential qualifications include a high school diploma and at least two years of relevant...
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Windsor, Canada Desjardins Full timeThe 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...
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