Advisory Agent, Member and Client Experience
On-siteVictoriaville, Quebec, Canada
Job Summary
Support members and clients by explaining technological tools and applications for independent transactions. Address their needs to ensure satisfaction while promoting cooperative values and Desjardins products. Assist individuals encountering fraud or irregularities by referring them to appropriate partners. Contribute to business development through service delivery and maintain relationships with clients. Advise on digital solutions, security measures, and prevention while ensuring smooth financial transactions. Stay current on standards, products, and services in your field. Adhere to compliance, security, and risk management rules. Full-time on-site role requiring French proficiency and two years of relevant experience.
Required Qualifications
- High school diploma in a related field
- A minimum of two years of relevant experience
- Knowledge of French
- Knowledge of all convenience services products and services
- Knowledge of Desjardins products and services for caisse members
- Knowledge of products and services offered by Desjardins Business centres
- Knowledge of components and distribution networks and channels
- Knowledge of products and services offered by competitors
- Ability to enter data in the systems
- Knowledge of security measures, legal frameworks and internal controls
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of operating procedures related to convenience products and services
- Knowledge of automated and assisted transactions
- Knowledge of service standards
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Nimble learning
- Situational adaptability
- Tech savvy
- Equity, Diversity, Inclusion and Accessibility
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