Back to results

Advisory Agent, Member and Client Experience

  • Remote, Canada

Remote

Full-time

Applications open in a new tab.

Job details

Job type
Full-time
Workplace
Remote
Posting language
English
Posted

Original job description

The work mode applicable to the position is full-time on-site

📣 Several opportunities are currently available in the Richelieu-Yamaska region


As a Member and Client Experience Advisor, you enhance the experience of members and clients by advising them on their banking transactions and promoting Desjardins products and services. You are also an ambassador for digital solutions, helping members use technological tools securely. More specifically, you'll : ⤵️


  • Support members and clients by telling them about existing technological tools and applications 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 background or academic training, if you have always wanted to work in the financial services industry, submit your application. Our recruiters will contact you to identify the opportunity that best matches your career aspirations. You will benefit from tailored training designed to help you build a career that reflects your skills, ambitions, and level of 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

As an Advisory Agent, you will improve the experience of members and customers by advising them on banking transactions and promoting Desjardins products and services. You will also assist members who have encountered fraud and ensure they are referred to the appropriate partners.

Requirements

No specific experience or education is required, making it accessible for those interested in the financial services industry. The Desjardins Cooperative Institute provides training opportunities suited to your skills and goals.

Skills

  • Advising
  • Customer Service
  • Digital Solutions
  • Fraud Assistance
  • Business Development
  • Relationship Management
  • Technological Tools
  • Banking Transactions

Benefits

  • Competitive Salary
  • Annual Bonus
  • Flexible Vacation
  • Defined Benefit Pension Plan
  • Group Insurance
  • Reimbursement of Health and Wellness Expenses
  • Telework Equipment

Visa sponsorship

Not detected in the job text

Report this job