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Agent ou agente-conseil, Expérience membre et client

  • Montreal, QC, Canada
  • Caisse Desjardins du Témiscamingue, Canada

Full-time

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Job details

Job type
Full-time
Apply by
Posting language
English
Posted

Original job description

  • 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. Monitor and process transactions required to settle their cases.
  • Stay on top of the latest standards, products and services in your field.
  • Uphold compliance, security and risk management standards.

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

  • High school diplomas in a related field
  • A minimum of three years of relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered
  • Knowledge of French is required
Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy


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!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-19
More about this job

Responsibilities

Support members and clients by providing guidance on technological tools and assisting with transactions, including those involving fraud or irregularities. Maintain business relationships and ensure compliance with security and risk management standards.

Requirements

Requires a high school diploma in a related field and a minimum of three years of relevant experience. Candidates must be action-oriented, customer-focused, and possess effective communication and technical skills.

Skills

  • Customer service
  • Business development
  • Fraud detection
  • Transaction processing
  • Risk management
  • Compliance
  • Technical support
  • Communication
  • Situational adaptability
  • Tech savvy

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

  • Member experience
  • Client experience
  • Business development
  • Fraud
  • Transaction processing
  • Compliance
  • Security
  • Risk management
  • Telemedicine
  • Pension plan
  • Customer focus
  • Tech savvy
  • Financial services
  • Banking

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