Advisory Agent, Member and Client Experience

The work mode arrangement for the position is full-time on site

As a member and client experience advisory agent at Caisse Desjardins Ontario, 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 advise members and clients on available financial products and services, and promote the various distribution channels available.

You open accounts for them and help them with their financial transactions, while remaining attentive to their 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 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. Monitor and process transactions required to settle their cases

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

Advantages apply based on eligibility criteria.

What you bring to the table

High school diplomas in a related field

A minimum of three years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

Knowledge of French is required

Advancedknowledge in 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

Knowledge of all counter and convenience products and services

Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks / channels and as well as those of competitors

Knowledge of integrating data into systems

Knowledge of security measures, legal framework and internal controls

Understanding of the philosophy and fundamentals of financial services cooperatives

Knowledge of operating procedures related to convenience products and services and transactions

Knowledge of service standards

Available to work from Monday to Friday, 9 a.m. to 5 p.m.

Communicates effectively, Situational adaptability, Tech savvy

LI-Onsite

Trade Union

Non Syndiqué

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

2024-05-1