Closed listing
Member Reception Agent
- Montreal, QC, Canada
- Caisse Desjardins de LaSalle, Canada
Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Full-time
- Closing date
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
The work mode arrangement for the position is full-time on site.
The incumbent is responsible for welcoming members and customers warmly and courteously. He or she must quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels. He or she transmits general information on Desjardins Group's service offer to members and customers. More specifically, you will be required to:
- Consistently adhere to Desjardins service standards when welcoming members and customers in order to provide a distinctive experience
- As time permits, foster member and customer autonomy by assisting them in the optimal use of alternative tools and channels (e.g. ATMs, AccèsD Internet and telephone, Desjardins mobile services, Desjardins.com, and complementary channels such as the Student Service Centre and Desjardins Bank)
- Ensure that members and customers experience a reasonable waiting time in the waiting room. To that effect, observe their reactions and maintain their satisfaction
- Pay attention to the needs of members and customers to ensure their full satisfaction and seize sales opportunities
- When coming into contact with members and customers, work to strengthen the trust they have in Desjardins by adequately meeting their needs
- As needed, schedule appointments following the process established by the caisse
- As required and on an ad hoc basis, answer and route phone calls and collect and provide general information.
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 two years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Intermediate advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
- Knowledge of all counter and convenience products and services
- Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors
- Knowledge of security measures, legal framework and internal controls
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of reception procedure
- Knowledge of the general responsibilities of the caisse teams (organizational structure, roles and responsibilities)
- Knowledge of service standards
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)
CAISSE DESJARDINS DE LASALLE (30422 / CONV_COL_00062) (2019-03-01 - )Job Family
Member/client sales and service (FG)Unposting Date
2026-10-12More about this job
Responsibilities
The incumbent is responsible for welcoming members and customers, assessing their needs, and directing them to the appropriate services or channels. They also provide general information, assist with self-service tools, and work to strengthen member trust while identifying sales opportunities.
Requirements
Candidates must have a high school diploma in a related field and a minimum of two years of relevant experience. Proficiency in both French and English is required due to the nature of the duties and interactions with partners and clients.
Skills
- Customer service
- Communication
- Interpersonal skills
- Sales
- Problem solving
- Adaptability
- Financial services
- Reception procedures
- Conflict resolution
- Time management
- Technical proficiency
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
- Administrative
Keywords
- Member Reception
- Customer Service
- Financial Services
- Desjardins Group
- Sales
- Banking
- Reception
- Client Relations
- AccèsD
- ATMs
- Mobile Services
- Financial Cooperatives
- Service Standards
- Administrative Support
- Communication
- Interpersonal Savvy
- Situational Adaptability
- Customer Focus