Security • val d or qc
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 sat... Show more
Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry.We're currently expanding this great team and have many opportuniti... Show more
If you’re a senior Data Architect who thrives on precision, systems thinking, governance, and scalable data design, this is a unique opportunity to contribute directly to how the next generation of... Show more
As a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients.You help sell life and hea... Show more
Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry.We're currently expanding this great team and have many opportuniti... Show more
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 we offer*
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
*
#LI-Onsite
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 service standards
Trade Union (If applicable)
CAISSE DE L'EST DE L'ABITIBI (80001 / Conv_Col_00050) (2015-07-27 - )