Advisory Agent, Member and Client Experience
7 days 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 advise members and clients on available financial products and services, and promote the various distribution channels available. You open accounts for them and help them with their financial transactions, while remaining attentive to their 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 existing applications and technological tools 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. Monitor and process transactions required to settle their cases. 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 *Benefits apply based on eligibility criteria. #LI-Onsite What you bring to the table High school diplomas in a related field A minimum of three relevant experience Please note that other combinations of qualifications and relevant experience may be considered Knowledge of French is required Knowledge of service standards Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy Trade Union (If applicable) CAISSE DE LA HAUTE-GATINEAU (30312 / 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 Member/client sales and service (FG) Unposting Date #J-18808-Ljbffr
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Advisory Agent, Member and Client Experience
1 week ago
Maniwaki, 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
18 hours ago
Maniwaki, 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 (On-Site)
1 week ago
Maniwaki, Canada Desjardins Full timeA leading financial services firm in Canada is looking for a Member and Client Experience Advisory Agent to provide exceptional support and personalized solutions for clients. In this full-time on-site role, you will assist with financial transactions, respond to needs, and promote digital solutions. We're seeking candidates with a high school diploma, at...
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Member & Client Experience Advisor (Onsite)
7 days ago
Maniwaki, Canada Desjardins Group Full timeA leading financial services organization located in Outaouais is seeking a full-time member experience advisory agent. This role involves ensuring member satisfaction by helping them with financial operations and tools, while promoting cooperative values. Key responsibilities include delivering customer service, addressing fraud, and assisting clients with...
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Maniwaki, 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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Maniwaki, Canada Desjardins Full timeLe mode de travail s’applique au poste: temps plein sur site.Vous êtes reconnu(e) pour votre service à la clientèle impeccable, votre accueil bienveillant et votre écoute ? Le poste d’agent(e) - conseil expérience membre et client à la Caisse populaire Desjardins de la Haute-Gatineau saura vous garder motivé et mobilisé. Votre rôle consiste à...
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Banking Advisor
4 days ago
Maniwaki, Canada NBC Full timeAttendance On-Site Job number 27560 Category Support Status: Temporary 6 months Type of Contract Temporary Number of months 6 months Schedule: Part-Time 30 hours Full Time / Part Time? Part-Time Number of Hours 30 Posting date 18-Jul-2025 Location: Maniwaki, Quebec City Maniwaki Province/State Quebec Area(s) of interest: Advisory services, Personal banking...