Advisory Agent, Member and Client Experience - Remote

Overview

As an Advisory Agent, you will enhance member and client experiences by providing support and personalized solutions related to banking transactions, ensuring satisfaction through effective communication and service delivery.

In Short

• Support members and clients in their banking needs.
• Promote Desjardins products and services.
• Identify business opportunities and refer clients to specialists.
• Advise on digital solutions and technological tools.
• Assist with fraud issues and ensure proper referrals.
• Maintain compliance and risk management standards.
• Contribute to business development through service activities.
• Stay updated on products and services in the field.
• Uphold cooperative values in all interactions.
• Provide exceptional customer service and support.

Requirements

• High school diploma in a related field.
• Minimum of one year of relevant experience.
• Knowledge of French is required.
• Advanced proficiency in English.
• Action-oriented and effective communicator.
• Customer-focused with situational adaptability.
• Tech-savvy and able to assist with digital tools.
• Commitment to diversity and inclusion.
• Ability to provide accommodations in the recruitment process.

Benefits

• Competitive salary and annual bonus.
• 4 weeks of flexible vacation starting in the first year.
• Defined benefit pension plan.
• Group insurance including telemedicine.
• Reimbursement for health and wellness expenses.
• Support for telework equipment.
• Commitment to equity, diversity, and inclusion.
• Positive workplace culture.
• Access to professional development opportunities.
• Supportive team environment.