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Advisory Agent, Member and Client Experience

  • Saint-Donat, QC, Canada
  • QC, Canada
  • La Pocatière, QC, Canada

Full-time

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Job details

Job type
Full-time
Posting language
English
Posted

Original job description

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

📍Several opportunities are currently available in Bas St-Laurent region.

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

  • 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.

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.


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

The advisory agent improves the member and client experience by providing banking advice and promoting financial products. They also act as an ambassador for digital solutions and assist clients with fraud-related inquiries.

Requirements

The role is open to candidates regardless of specific experience or education, as training is provided through the Desjardins Cooperative Institute. Applicants should have an interest in working within the financial services industry.

Skills

  • Banking transactions
  • Customer service
  • Business development
  • Digital solutions
  • Fraud assistance
  • Relationship management
  • Financial services
  • Technological tools

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

  • Finance & Accounting
  • Customer Service & Support
  • Sales

Keywords

  • Banking
  • Financial services
  • Customer experience
  • Digital solutions
  • Fraud
  • Business development
  • Desjardins
  • Advisory
  • Client relations
  • Technological tools

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