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    Desjardins

    Financial Services

    Advisory Agent, Member and Client Experience

    Caisse populaire Desjardins de Saint-Raymond-Sainte-Catherine, CanadaFull-timePosted 1w ago
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    Job description

    The work mode arrangement for the position is full-time on site.

    🎈Many opportunities are currently available in the beautiful Capitale-Nationale 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.
    • Welcoming members and customers warmly and courteously, quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels.
    • 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.
    • Work in collaboration with personal finance advisors and improve the service offered to members

    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 background or academic training, if you have always wanted to work in the financial field, please submit your application. Our recruiters will be in touch to identify the best opportunity for you that meets your career goals. You will receive tailored training to launch a career that matches your skills, ambitions, and level of education.
    • Knowledge of French is required


    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)

    Job details are sourced from the employer's original posting.

    Open job posting
    DE

    About the company

    Desjardins

    Desjardins is a financial cooperative group that offers a full range of financial products and services, including banking, insurance, and wealth management. They are committed to the economic and social well-being of their members and communities.

    View all Desjardins jobs
    Industry
    Financial Services
    Open roles
    402

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