Agent-conseil Expérience membre et client

Desjardins • Quebec, QC

8d

About The Position

This position involves supporting members and clients by guiding them on how to use technological tools and applications for transactions and operations. The role also contributes to business development, maintains client relationships, assists members and clients with fraud or irregularities by referring them to appropriate partners, and requires staying updated on industry standards, products, and services. Adherence to compliance, security, and risk management rules is essential. Desjardins Group is highlighted as the largest cooperative financial group in North America, a top employer, offering a full range of financial products and services, and committed to putting people first, with a strong emphasis on equity, diversity, and inclusion.

Requirements

• Knowledge of all convenience services products and services
• Knowledge of Desjardins products and services for caisse members, products and services offered by Desjardins Business centres, components and distribution networks and channels, and products and services offered by competitors
• Ability to enter data in the systems
• Knowledge of security measures, legal frameworks and internal controls
• Understanding of the philosophy and fundamentals of financial services cooperatives
• Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
• Knowledge of service standards
• Communicates effectively
• Situational adaptability
• Tech savvy

Responsibilities

• Support members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own.
• 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.
• Stay on top of the latest standards, products and services in your field.
• Adhere to compliance, security and risk management rules.

Benefits

• Equity, diversity and inclusion
• 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
• Zero tolerance for discrimination of any kind
• Teams should reflect the diversity of the members, clients and communities we serve
• Accommodations at any stage in the recruitment process
• Being part of an organization that puts people first

What This Job Offers

• Education Level: No Education Listed
• Number of Employees: 11-50 employees