Advisory Agent - Member and Client Experience

Desjardins • L'Isle-Verte, QC

22h • Onsite

About The Position

As a member and client experience advisory agent at Caisse Desjardins de Viger et Villeray, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome, listening to and addressing their needs, and helping them with their financial empowerment. You promote the organization's cooperative values through the support you provide. You support and provide advice to members and clients about their banking transactions. You promote all Desjardins products and services, and the various distribution channels available. You are attentive to members' and clients' needs so you can offer them personalized solutions. You identify business opportunities, and refer members and clients to colleagues who can help them with specialized needs. You are a proud ambassador of digital solutions and you advise members and clients on their use. You ensure that financial transactions go smoothly, while addressing any issues that may arise. You provide information and support on the use of technological tools, while sharing advice about prevention and safety.

Requirements

• High school diplomas in a related field
• A minimum of two years of relevant experience
• Knowledge of French is required
• Action oriented
• Communicates effectively
• Customer Focus
• Differences
• Interpersonal Savvy
• Nimble learning

Nice To Haves

• Trade Union (If applicable)

Responsibilities

• Carry out monetary and convenience transactions (e.g. deposits, withdrawals, Desjardins access cards, bill payments and bill management, account information and changes, personalized cheque orders, plans, direct deposits and withdrawals, certified cheques, drafts and money orders, automatic transfers, account statements).
• Verify and record supporting documents required to carry out transactions.
• As needed, process round-the-clock and ATM deposit envelopes.
• Advise and assist members in selecting and optimizing their use of various available tools, fostering autonomy and promoting automation (e.g. ATMs, AccèsD Internet and telephone, Desjardins mobile services, Desjardins.com, as well as additional channels such as the Student Service Centre and Desjardins Bank).
• Listen to members' and customers' needs in order to ensure their full satisfaction and identify sales opportunities, and, when appropriate, refer them to individuals who can meet their needs.
• Contribute to sales growth by taking part in various solicitation and referral activities.
• Ensure that all activities are completed in a timely fashion and in accordance with prescribed quality standards.
• Maintain the security of transactions and operations in accordance with current policies, practices and standards.

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
• Career Level: Entry Level
• Education Level: High school or GED