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Advisory Agent, Member and Client Experience

  • Remote, Canada

Remote

Full-time

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Job details

Job type
Full-time
Workplace
Remote
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 Lanaudière region.

As a member and client experience advisory, 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

Advise members and clients on banking transactions and promote Desjardins products and services. Act as a digital ambassador by helping clients use technological tools safely and assisting those affected by fraud.

Requirements

No specific experience or education is required to apply. Candidates should be interested in the financial services industry and open to training via the Desjardins Cooperative Institute.

Skills

  • Banking Transactions
  • Customer Service
  • Digital Solution Promotion
  • Business Development
  • Fraud Assistance
  • Financial Advising

Benefits

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

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Customer Service & Support
  • Sales

Keywords

  • Financial Services
  • Banking
  • Customer Experience
  • Digital Solutions
  • Fraud Prevention
  • Business Development
  • Cooperative Finance
  • Client Relations

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