Advisory Agent, Member and Client Experience
- Maniwaki, QC, Canada
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Job details
- Posting language
- English
- Posted
Original job description
📍Several opportunities are currently available in the Outaouais 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.
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 at Desjardins will help members and clients with their banking, show them digital tools they can use on their own, and promote products and services. They will also help people who have been victims of fraud and refer them to the right partners.
Requirements
Candidates need an interest in financial services and a desire to serve members, with training provided through the Desjardins Cooperative Institute. Experience and education are not required, and recruiters will match candidates to a suitable role.
Skills
- Customer service
- Member advisory
- Banking transactions
- Digital banking tools
- Fraud assessment and referral
- Product promotion
- Financial products knowledge
- Digital literacy coaching
- Client needs assessment
Benefits
- 4 weeks of flexible vacation from first year
- Defined benefit pension plan
- Group insurance including telemedicine
- Health, wellness and telework equipment reimbursement
Categories
- Customer Service & Support
- Sales
Keywords
- advisory agent
- member service
- client experience
- customer service
- banking
- financial services
- fraud support
- digital banking
- digital solutions
- sales
- Desjardins
- bank teller
- cooperative
- personal banking
- member advisor
- financial advice
Seniority
Entry level
Perks
- Generous paid time off
- Flexible hours
- Retirement plan
- Wellness program