Advisory Agent, Member and Client Experience, Contrecoeur

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 provide advice to members and clients about their banking transactions. You promote all Desjardins products and services, and the various distribution channels available. You are attentive to members' and clients' 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.

Responsibilities

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

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

What you bring to the table

High school diplomas in a related field

A minimum of two years of relevant experience

Knowledge of French is required

Knowledge of all Desjardins products and services related to power and convenience

Knowledge of the philosophy and operations of a financial services cooperative

Knowledge of operational procedures for convenience products and services and automated and assisted transactions

Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy

Trade Union (If applicable)​

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