Talent.com
Desjardins
Advisory Agent, Member and Client ExperienceDesjardins • Estrie-Ouest (Fulford), ca
No longer accepting applications
Advisory Agent, Member and Client Experience

Advisory Agent, Member and Client Experience

Desjardins • Estrie-Ouest (Fulford), ca
13 days ago
Job type
  • Full-time
  • Temporary
Job description
Temporary position for 12 months (On call). The work mode arrangement for the position is full-time on site.

Required 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

Other combinations of qualifications and relevant experience may be considered

Knowledge of French is required

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

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

Available to travel within the territory of the Caisse Desjardins de la Porte-des-Cantons-de-l’Est.

Availability to work five days per week, including one evening (Thursday evening).

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.

Job Family Member/client sales and service (FG)

#J-18808-Ljbffr
Create a job alert for this search

Advisory Agent, Member and Client Experience • Estrie-Ouest (Fulford), ca

Similar jobs

Client Growth Manager - AudienceView

AudienceViewsaint-nazaire-d'acton, qc, ca
Permanent

AudienceView is an organization of people who are passionate about the business of Live Events.We create industry-leading software solutions that fuel attendee engagement, ticket sales and advertis... Show more

 • Promoted

CIBC Wood Gundy Client Portfolio Associate

Canadian Imperial Bank of CommerceGranby, Estrie, CA
Full-time

Make a meaningful impact as a Client Portfolio Associate at CIBC Wood Gundy.Focus on administrative excellence and client relationship building for high net worth individuals.As a vital team member... Show more

 • Promoted

SEASONAL ASSOCIATE

La Vie En RoseGranby, Estrie, CA
Full-time

Opportunities for advancement within the company.Being part of a family‑owned business committed to the community.Performance bonuses (in‑store sales or management position).Recognition program for... Show more

 • Promoted

Client Success Specialist 客户成功专员 - saint-nazaire-d'acton

UniUnisaint-nazaire-d'acton, qc, ca

UniUni是尾程派送物流领域的国际领导者，每年在加拿大境内递送上千万件包裹，并正在美国市场快速扩张。公司成立于2019年，凭借技术驱动的创新模式和众包配送解决方案，为本地、国内及国际电商客户提供快捷、经济且可靠的物流服务。.Dental, RRSP, Vision, Medical insurance, Paid Holiday, Paid Time Off, Paid Sick Leav... Show more

 • Promoted

Agent-conseil ou agente-conseil, Expérience membre et client

Desjardins GroupGranby, Estrie, CA
Full-time +1

Agent-conseil ou agente-conseil, Expérience membre et clientPostulerremote type: Le mode de travail s’appliquant au poste est temps plein sur sitelocations: Granbytime type: Temps partielpost... Show more

 • Promoted

Relationship Banking Advisor

CIBCGranby, Estrie, CA
Full-time

A leading Canadian bank is seeking a Financial Services Representative in Granby to build key client relationships and provide tailored financial solutions.Applicants should possess a Mutual Funds ... Show more

 • Promoted

Client Success Specialist 客户成功专员 - UniUni

UniUnisaint-nazaire-d'acton, qc, ca

UniUni是尾程派送物流领域的国际领导者，每年在加拿大境内递送上千万件包裹，并正在美国市场快速扩张。公司成立于2019年，凭借技术驱动的创新模式和众包配送解决方案，为本地、国内及国际电商客户提供快捷、经济且可靠的物流服务。.Dental, RRSP, Vision, Medical insurance, Paid Holiday, Paid Time Off, Paid Sick Leav... Show more

 • Promoted

Licensed Investment Advisor Assistant - The Mullings Group

The Mullings Groupsaint-nazaire-d'acton, qc, ca
Full-time

The Mullings Group has been retained by our client, Haywood Securities, in the search for a seasoned.Licensed Investment Advisor Assistant.This is a career-track position for a professional who thr... Show more

 • Promoted

Expert Banking Advisor- EN

RBCCowansville, Estrie, CA
Full-time

RBC is seeking a dedicated Financial Advisor to attract, nurture, and grow relationships with high‑value personal and small business clients.You will provide proactive, professional advice and coll... Show more

 • Promoted

Account Lead

MIK Studiosaint-nazaire-d'acton, qc, ca
Full-time

MIK Studio is a creative powerhouse bringing brands to life through storytelling and emerging technology.Our team spans the globe—designers, audio engineers, copywriters, developers, account manage... Show more

 • Promoted

Engaging Assistant Manager Seeking to Drive Team Success

Loblaw Companies LimitedActon Vale, Montérégie, CA
Full-time

Transform team dynamics and elevate productivity as an Assistant Manager in retail.Leverage your excellence in customer service and sales to make impactful changes in your community.In this influen... Show more

 • Promoted

Agent / agente expérience clients (Granby)

Artopex - Granby - Siège socialGranby, Estrie, CA
Full-time +1

Agent / Agente Expérience Clients Bilingue.Son rôle consiste à offrir une expérience client hors pair à notre réseau de détaillants, le tout, en détenant une bonne maîtrise de notre produit.En tant... Show more

 • Promoted

Gérant Adjoint: Leadership & Expérience Client + Bonus

RCL - Reitmans Canada Ltd/LtéeGranby, Estrie, CA
Full-time

Une entreprise canadienne de mode recherche un(e) Gérant.Le candidat idéal aura plus de 2 ans d'expérience en gestion, possédera de solides compétences en service client, et sera passionné(e) par l... Show more

 • Promoted

Assistant Gérant Expérience Client – Leader & Coach

Chaussures YellowGranby, Estrie, CA
Full-time

Une entreprise de vente au détail de chaussures recherche un gérant-adjoint de l'expérience client à Granby, Canada.Le candidat idéal doit avoir une expérience en gestion d'équipe et un DEP en vent... Show more

 • Promoted

Client Growth Manager

AudienceViewsaint-nazaire-d'acton, qc, ca
Permanent

AudienceView is an organization of people who are passionate about the business of Live Events.We create industry-leading software solutions that fuel attendee engagement, ticket sales and advertis... Show more

 • Promoted

Bilingual Customer Engagement Associate

BET99saint-nazaire-d'acton, qc, ca
Full-time

BET99 is Canada’s Premiere Online Sportsbook and Casino.Since launching in 2020, we have continuously innovated the online gaming landscape, rapidly growing our customer base and expanding our inte... Show more

 • Promoted

Become a Natural Health Advisor

Independent Grocers AllianceSaint-Alphonse-De-Granby
Full-time +1

Join our team as a Natural Health Advisor, where you’ll guide clients in their journey toward wellness through natural supplements.This part-time role operates during the day, focusing on fulfillin... Show more

 • Promoted

Engaging Retail Assistant Team Leader for Operations and Service

DollaramaBromont
Full-time

Join as an Assistant Team Leader and enhance daily retail operations while delivering outstanding customer service.Collaborate with the management team to maintain an efficient and inviting store.A... Show more

 • Promoted

Pipeline & Prospect Client Relationship Advisor

RFL Wealth Managementsaint-nazaire-d'acton, qc, ca
Full-time

Pipeline & Prospect Client Relationship Advisor.At RFL Wealth Management, we help professionals build a Rich, Fulfilling Life™ through high-touch financial planning, relationship-driven guidance, a... Show more

 • Promoted

Dynamic Banking Advisor Seeking Talented Client-Focused Professionals

Banque Nationale du CanadaGranby, Estrie, CA
Full-time

Join a transformative team as a Banking Advisor dedicated to enriching client relationships.This role offers you the chance to use your skills to provide thoughtful financial guidance.As a Banking ... Show more