Advisory Agent, Member and Client Experience - Remote

Overview

As a member and client experience advisory agent, you help give members and clients a better experience, ensuring their satisfaction and promoting financial empowerment through personalized support and advice on banking transactions.

In Short

• Full-time position focused on member and client experience.
• Support clients with their banking transactions and financial needs.
• Promote the organization's cooperative values.
• Provide personalized solutions to clients' needs.
• Identify business opportunities and refer clients to specialists.
• Advise clients on digital solutions and technology tools.
• Ensure smooth financial transactions and address issues.
• Stay updated on products and services in the field.
• Uphold compliance and risk management standards.
• Work in a diverse and inclusive environment.

Requirements

• High school diploma in a related field.
• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Understanding of financial services cooperatives.
• Familiarity with counter and convenience products and services.
• Knowledge of operating procedures for transactions.

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 of health and wellness expenses.
• Support for telework equipment.