Advisory Agent, Member and Client Experience

Desjardins • Saint-Paul-de-Montminy, QC

11d • Onsite

About The Position

As a member and client experience advisory agent, 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
• Nimble learning
• Situational adaptability
• Tech savvy

Responsibilities

• Help give members and clients a better experience and ensure that they are satisfied
• Make sure members and clients feel welcome
• Listen to and address members' and clients' needs
• Help members and clients with their financial empowerment
• Promote the organization's cooperative values through the support you provide
• Support and provide advice to members and clients about their banking transactions
• Promote all Desjardins products and services, and the various distribution channels available
• Be attentive to members' and clients' needs so you can offer them personalized solutions
• Identify business opportunities
• Refer members and clients to colleagues who can help them with specialized needs
• Be a proud ambassador of digital solutions and advise members and clients on their use
• Ensure that financial transactions go smoothly, while addressing any issues that may arise
• Provide information and support on the use of technological tools
• Share advice about prevention and safety

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: Mid Level
• Education Level: High school or GED