Advisory Agent, Member and Client Experience
On-siteSt-Anaclet, Québec, Canada
St-Anaclet, Québec, CanadaOn-sitePart TimeAssociates DegreeEnterprise
Part TimeAssociates DegreeEnterprise
Job Summary
Support members and clients by explaining technological tools and applications for independent transactions. Address their needs to ensure satisfaction while promoting Desjardins products and digital solutions. Assist individuals encountering fraud or irregularities by referring them to appropriate partners. Contribute to business development through service delivery and maintain relationships with members and clients. Stay current on standards, products, and services while adhering to compliance, security, and risk management rules.
Required Qualifications
- High school diploma in a related field
- Minimum of two years of relevant experience
- Knowledge of French
- Ability to enter data in the systems
- Knowledge of security measures, legal frameworks and internal controls
- Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
- Knowledge of service standards
- #LI-Onsite
Desired Qualifications
- Knowledge of all convenience services products and services
- Knowledge of Desjardins products and services for caisse members, products and services offered by Desjardins Business centres, components and distribution networks and channels, and products and services offered by competitors
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Equity, Diversity, Inclusion and Accessibility
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