Advisory Agent, Member and Client Experience

Résumé du poste

The advisory agent improves member and client experience by advising on banking transactions and promoting financial products. They also act as an ambassador for digital solutions and assist clients with fraud-related inquiries.

Détails du poste

Many opportunities are currently available in the Laval region. As a member and client experience advisory, you improve the experience of members and customers by advising them on their banking transactions and promoting Desjardins products and services. You are also an ambassador for digital solutions, helping members to use technological tools safely. 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, and ensure that they are referred to the appropriate partners. 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 Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application.Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education. Equity, Diversity, Inclusion and Accessibility 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)

Ce que vous ferez

The advisory agent improves member and client experience by advising on banking transactions and promoting financial products. They also act as an ambassador for digital solutions and assist clients with fraud-related inquiries.

Exigences

The role is open to candidates regardless of their specific experience or education level. The company provides training through the Desjardins Cooperative Institute to ensure candidates are prepared for the position.

Avantages

• Competitive salary • Annual bonus • 4 weeks of flexible vacation • Defined benefit pension plan • Group insurance • Telemedicine • Reimbursement of health and wellness expenses • Telework equipment

Compétences indiquées

• Service à la clientèle · Souhaitée
• Business development · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Banking transactions
• Customer service
• Business development
• Digital solutions
• Financial services
• Fraud assistance
• Relationship management
• Technological tools
• Business Development
• Sales
• Financial Services
• Operations
• Telehealth
• Advising

Domaines d’emploi

• Finance & Accounting
• Customer Service & Support
• Sales
• Patient Experience Advisor
• Financial Services Representative
• Technical and Medical Sales Professionals (excluding ICT)
• Securities, Commodities, and Financial Services Sales Agents