The work mode arrangement for the position is full-time on site.

The incumbent is responsible for welcoming members and customers warmly and courteously. He or she must quickly ascertains members’ and customers’ needs in order to direct them to individuals who can assist them or to alternative distribution channels. He or she transmits general information on Desjardins Group’s service offer to members and customers. More specifically, you will be required to:

• Consistently adhere to Desjardins service standards when welcoming members and customers in order to provide a distinctive experience
• As time permits, foster member and customer autonomy by assisting them in the optimal use of alternative tools and channels (e.g. ATMs, AccèsD Internet and telephone, Desjardins mobile services, Desjardins.com, and complementary channels such as the Student Service Centre and Desjardins Bank)
• Ensure that members and customers experience a reasonable waiting time in the waiting room. To that effect, observe their reactions and maintain their satisfaction
• Pay attention to the needs of members and customers to ensure their full satisfaction and seize sales opportunities
• When coming into contact with members and customers, work to strengthen the trust they have in Desjardins by adequately meeting their needs
• As needed, schedule appointments following the process established by the caisse
• As required and on an ad hoc basis, answer and route phone calls and collect and provide general information.

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

• 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
• Mutual fund representative certificate – Autorité des marchés financiers
• Mutual fund representative certificate from the Ontario Securities Commission
• Knowledge of French is required
• Intermediate advanced proficiency of 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
• Understanding of the philosophy and fundamentals of financial services cooperatives
• Knowledge of reception procedure
• Knowledge of the general responsibilities of the caisse teams (organizational structure, roles and responsibilities)
• Available one evening a week until 8:00 pm.

Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

LI-Onsite

Trade Union

• Consistently adhere to Desjardins service standards when welcoming members and customers in order to provide a distinctive experience
• As time permits, foster member and customer autonomy by assisting them in the optimal use of alternative tools and channels (e.g. ATMs, AccèsD Internet and telephone, Desjardins mobile services, Desjardins.com, and complementary channels such as the Student Service Centre and Desjardins Bank)
• Ensure that members and customers experience a reasonable waiting time in the waiting room. To that effect, observe their reactions and maintain their satisfaction
• Pay attention to the needs of members and customers to ensure their full satisfaction and seize sales opportunities
• When coming into contact with members and customers, work to strengthen the trust they have in Desjardins by adequately meeting their needs
• As needed, schedule appointments following the process established by the caisse
• As required and on an ad hoc basis, answer and route phone calls and collect and provide general information