Advisory Agent, Member and Client Experience at Desjardins

Quebec, Quebec, Canada -

Full Time

Start Date

Immediate

Expiry Date

17 Jan, 26

Salary

0.0

Posted On

19 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Banking Transactions, Business Development, Fraud Assistance, Digital Solutions, Technological Tools, Relationship Management, Communication, Collaboration, Problem Solving

Industry

Banking

Description

The work mode arrangement for the position is full-time on site. Several opportunities are currently available in the Laurentides region.📍 Required As an advisory agent, member and client experience, you improve the experience of members and customers by advising them on their banking transactions and promoting Desjardins products and services. You are also an ambassador for digital solutions, helping members to use technological tools safely. 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 Welcoming members and customers warmly and courteously, quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels 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 Work in collaboration with personal finance advisors and improve the service offered to members. 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. What you bring to the table Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application. Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education. Curious about this profession? Click here Curious about this profession? Click here 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)

Responsibilities

As an advisory agent, you will improve the experience of members and customers by advising them on banking transactions and promoting Desjardins products. You will also assist members with fraud issues and collaborate with personal finance advisors.