Advisory Agent Member and Client Experience
4 months ago
Temporary position for 18 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 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. More specifically, you will be required to :
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 you bring to the table
High school diplomas in a related field
A minimum of three 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 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 standards
Communicates effectively, Situational adaptability, Tech savvy#LI-Onsite
Trade Union
CAISSE DE RIMOUSKI (T: 60003)-
Rimouski, Quebec, Canada Desjardins Full timeJob Title: Advisory Agent Member and Client ExperienceDesjardins is seeking a highly skilled and experienced Advisory Agent Member and Client Experience professional to join our team.About the Role:This is a temporary position for 18 months, working full-time on site. As an Advisory Agent Member and Client Experience professional, you will play a key role in...
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Rimouski, Quebec, Canada Desjardins Full timeTemporary position for 18 months (On call)The work mode arrangement for the position is full-time on siteAs a member and client experience advisory agent, you will play a key role in enhancing the overall experience of members and clients, ensuring their satisfaction and well-being. This includes creating a welcoming environment, actively listening to and...
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Rimouski, Quebec, Canada Desjardins Full timeTemporary position for 18 months (On call)The work mode arrangement for the position is full-time on siteAs a member and client experience advisory agent, you will play a key role in enhancing the overall experience of members and clients, ensuring their satisfaction and well-being. This includes creating a welcoming environment, actively listening to and...
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Rimouski, Quebec, Canada Desjardins Full timeTemporary position for 18 months (On call)The work mode arrangement for the position is full-time on siteAs a member and client experience advisory agent, you will play a key role in enhancing the overall experience of members and clients, ensuring their satisfaction and well-being. This includes creating a welcoming environment, actively listening to and...
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Rimouski, Quebec, Canada Desjardins Full timeTemporary position for 18 months (On call)The work mode arrangement for the position is full-time on siteAs a member and client experience advisory agent, you will play a key role in enhancing the overall experience of members and clients, ensuring their satisfaction and well-being. This includes creating a welcoming environment, actively listening to and...
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Rimouski, Quebec, Canada Desjardins Full time{"title": "Member and Client Experience Advisor", "content": "Job SummaryWe are seeking a highly skilled Member and Client Experience Advisor to join our team at Desjardins. As a key member of our team, you will be responsible for providing exceptional service to our members and clients, ensuring their financial empowerment and satisfaction.Key...
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Rimouski, Quebec, Canada Desjardins Full time{"title": "Member and Client Experience Advisor", "content": "Job SummaryWe are seeking a highly skilled Member and Client Experience Advisor to join our team at Desjardins. As a key member of our team, you will be responsible for providing exceptional service to our members and clients, ensuring their financial empowerment and satisfaction.Key...
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