Advisory Agent, Member and Client Experience job opportunity at Desjardins Group.

Home Jobs In Canada Tag: Member and Client Experience Advisory Agent, Member and Client Experience position at Desjardins Group


DateMore Than 30 Days Ago bot
Desjardins Group Advisory Agent, Member and Client Experience
Experience: General
Pattern: part-time
Country:
apply Apply Now
Salary:
Status:

Member and Client Experience

Copy Link Report
degreeDiploma
loacation Lévis, Canada
loacation Lévis....Canada

Temporary position for 14 months (On call) The work mode arrangement for the position is full-time on site. 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. More specifically, you will be required to: 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.   What you bring to the table High school diplomas in a related field A minimum of two years of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Knowledge of French is required 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 Must have a valid driver's license and access to a vehicle Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy Trade Union (If applicable) 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) Unposting Date 2026-02-4

Other Ai Matches

Financial services Agent, Clientele Applicants are expected to have a solid experience in handling Clientele related tasks
Application Delivery Manager, Business Financing Modernization Applicants are expected to have a solid experience in handling Business Financing Modernization related tasks
Wealth Management Advisor Applicants are expected to have a solid experience in handling Job related tasks
Financial services Agent, Clientele Applicants are expected to have a solid experience in handling Clientele related tasks
Advisory Agent, Member and Client Experience Applicants are expected to have a solid experience in handling Member and Client Experience related tasks
Personal Finance Advisor Applicants are expected to have a solid experience in handling Job related tasks
Personal Finance Advisor Applicants are expected to have a solid experience in handling Job related tasks
Advisor, Securities Applicants are expected to have a solid experience in handling Securities related tasks
Programmer Analyst, System and infrastructure operations, maintenance and development Applicants are expected to have a solid experience in handling System and infrastructure operations, maintenance and development related tasks
Configuration Analyst, Murex Front Office Specialist Applicants are expected to have a solid experience in handling Murex Front Office Specialist related tasks
Communication Advisor Applicants are expected to have a solid experience in handling Job related tasks
Advisory Agent, Member and Client Experience Applicants are expected to have a solid experience in handling Member and Client Experience related tasks
Wealth Management Advisor Applicants are expected to have a solid experience in handling Job related tasks
Financial Security Advisor Applicants are expected to have a solid experience in handling Job related tasks
Personal Finance Advisor Applicants are expected to have a solid experience in handling Job related tasks
Wealth Management Advisor Applicants are expected to have a solid experience in handling Job related tasks
Advisor, investment and financing Applicants are expected to have a solid experience in handling investment and financing related tasks
Advisor, Investment and Financing Applicants are expected to have a solid experience in handling Investment and Financing related tasks
Advisor, Securities Applicants are expected to have a solid experience in handling Securities related tasks
Advisory Agent, Member and Client Experience Applicants are expected to have a solid experience in handling Member and Client Experience related tasks
Product Leader, Product management Applicants are expected to have a solid experience in handling Product management related tasks
Advisor, Business development and sales support Applicants are expected to have a solid experience in handling Business development and sales support related tasks
Personal Finance Advisor Applicants are expected to have a solid experience in handling Job related tasks