Advisory agent, Member and Client Experience
- Drummondville, QC, Canada
- Plessisville, QC, Canada
- Caisse Desjardins de Drummondville, Canada
Full-time
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Job details
- Job type
- Full-time
- Posting language
- English
- Posted
Original job description
Several opportunities are currently available in the Centre-du-Québec region. The work mode arrangement for the position is full-time on site.
As an agent, financial services, you're attentive to the needs of our members and clients. You look for ways to support their financial well-being in every situation. You provide excellent customer service and high-quality financial solutions tailored to their needs. 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
- 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.
- Knowledge of French is required
Equity, Diversity, Inclusion and Accessibility
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)More about this job
Responsibilities
You will support members and clients by assisting them with technological tools for transactions and operations. Additionally, you will welcome clients warmly and collaborate with personal finance advisors to improve service delivery.
Requirements
No specific experience or education is required to apply for this role. Candidates must have a willingness to work in the financial services industry and knowledge of French is mandatory.
Skills
- Customer service
- Financial services
- Client relations
- Communication
- Problem solving
- Interpersonal skills
- Financial literacy
- Technological tools
- Transaction support
Benefits
- Competitive salary
- Annual bonus
- 4 weeks of flexible vacation
- Defined benefit pension plan
- Group insurance
- Telemedicine
- Reimbursement of health and wellness expenses
- Reimbursement of telework equipment
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Finance & Accounting
- Sales
Keywords
- Financial services
- Customer experience
- Member support
- Technological tools
- Financial well-being
- Banking
- Client relations
- Full-time
- On-site
- Drummondville
- French language