Advisory Agent, Member and Client Experience

Desjardins • Lachute, LA

82d

About The Position

The work mode arrangement for the position is full-time on site. Several opportunities are currently available in the Laurentides region. As an advisory agent, member and client experience, 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.

Requirements

• No specific experience or education required; open to all interested in the financial services industry.

Responsibilities

• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Number of Employees: 5,001-10,000 employees