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Advisory Agent, Member and Client Experience, Gaspésie-Îles-de-la-Madeleine

  • Canada

On-site

Full-time

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Job details

Job type
Full-time
Workplace
On-site
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 Caisse Desjardins des Îles-de-la-Madeleine at L'Étang-du-Nord.

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

Desjardins Group’s corporate university - the Desjardins Cooperative Institute (DCI) - provides a unique opportunity to receive training for a career suited to your skills, goals and education. Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application.


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 advisor will help members and clients with their banking transactions and promote Desjardins products. The role also shows members how to use digital tools safely and refers people affected by fraud to the right partners.

Requirements

Candidates need an interest in financial services and a service-oriented approach.

Skills

  • Banking transactions
  • Product promotion
  • Digital banking tools
  • Fraud case referral
  • Relationship management
  • Member service
  • Business development
  • Customer advisory
  • Financial products
  • Digital literacy coaching

Benefits

  • Four weeks of flexible vacation
  • Defined benefit pension plan
  • Group insurance with telemedicine
  • Health, wellness and telework equipment reimbursement

Categories

  • Finance & Accounting
  • Customer Service & Support
  • Sales

Keywords

  • member experience
  • client service
  • financial advisor
  • banking
  • sales
  • business development
  • fraud assistance
  • digital banking
  • digital tools
  • customer service
  • financial services
  • credit union
  • retail banking
  • Desjardins
  • cooperative
  • advisory
  • bilingual

Seniority

Entry level

Perks

  • Generous paid time off
  • Flexible hours
  • Retirement plan
  • Wellness program

Languages

  • English
  • French

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