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Advisory Agent, Member and Client Experience

Advisory Agent, Member and Client Experience

DesjardinsWindsor, Windsor, Canada
30+ days ago
Job type
  • Full-time
Job description

Advisory Agent, Member and Client Experience

Join to apply for the Advisory Agent, Member and Client Experience role at Desjardins

Advisory Agent, Member and Client Experience

10 hours ago Be among the first 25 applicants

Join to apply for the Advisory Agent, Member and Client Experience role at Desjardins

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 existing applications and technological tools 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.
  • Uphold compliance, security and risk management standards.

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
  • Benefits apply based on eligibility criteria.

    • What You Bring To The Table

  • High school diplomas in a related field
  • A minimum of one year of relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered
  • Knowledge of French is required
  • Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and / or clients

    • Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy

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    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

    2025-07-21

    Seniority level

    Seniority level

    Entry level

    Employment type

    Employment type

    Full-time

    Job function

    Job function

    Sales and Business Development

    Banking

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    Advisory Agent Member And Client Experience • Windsor, Windsor, Canada