Member and Client Experience Advisory Agent

3 weeks ago

Stanstead, 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 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 about 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, 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*

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

* Advantages apply based on eligibility criteria.

What you bring to the table

High school diplomas in a related field

A minimum of 2 years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

Knowledge of French is required

Advanced knowledge in English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

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 service standards

Communicates effectively, Situational adaptability, Tech savvy

#LI-Onsite

Trade Union

Non Syndiqué

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