Advisory Agent, Member and Client Experience
- Montreal, QC, Canada
- Caisse Desjardins du Centre-est de Montréal, 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.
📣Many opportunities are currently available in the Montreal area.
As a member and client experience advisory agent, 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.
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 member and client experience by advising on banking transactions and promoting Desjardins products. They also act as an ambassador for digital solutions, helping clients use technological tools safely and assisting with fraud-related inquiries.
Requirements
The role requires a focus on service delivery and business development to maintain client relationships. Candidates must be comfortable supporting members with existing applications and technological tools for self-service operations.
Skills
- Banking transactions
- Customer service
- Business development
- Digital solutions
- Fraud detection
- Relationship management
- Technical support
- Financial advisory
Benefits
- Competitive salary
- Annual bonus
- 4 weeks of flexible vacation
- Defined benefit pension plan
- Group insurance
- Telemedicine
- Reimbursement of health and wellness expenses
- Telework equipment
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Finance & Accounting
- Sales
Keywords
- Banking
- Customer Experience
- Financial Services
- Digital Tools
- Business Development
- Fraud Prevention
- Client Relations
- Advisory
- Desjardins
- Technology Support
- Financial Products
- Member Services