The work mode arrangement for the position is full-time on site
As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome, listening to and addressing their needs, and helping them with their financial empowerment. You promote the organization's cooperative values through the support you provide. You support and provide advice to members and clients about their banking transactions.
You promote all Desjardins products and services, and the various distribution channels available. You are attentive to members' and clients' needs so you can offer them personalized solutions. You identify business opportunities, and refer members and clients to colleagues who can help them with specialized needs. You are a proud ambassador of digital solutions and you advise members and clients on their use.
You ensure that financial transactions go smoothly, while addressing any issues that may arise. You provide information and support on the use of technological tools, while sharing advice about prevention and safety. More specifically, you will be required to :
Consistently adhere to Desjardins service standards when welcoming members and customers in order to provide a distinctive experience
As time permits, foster member and customer autonomy by assisting them in the optimal use of alternative tools and channels (e.g. ATMs, AccèsD Internet and telephone, Desjardins mobile services, , and complementary channels such as the Student Service Centre and Desjardins Bank)
Ensure that members and customers experience a reasonable waiting time in the waiting room. To that effect, observe their reactions and maintain their satisfaction
Pay attention to the needs of members and customers to ensure their full satisfaction and seize sales opportunities
When coming into contact with members and customers, work to strengthen the trust they have in Desjardins by adequately meeting their needs
As needed, schedule appointments following the process established by the caisse
As required and on an ad hoc basis, answer and route phone calls and collect and provide general information.
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
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What you bring to the table
High school diplomas in a related field
A minimum of three years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Knowledge of all counter and convenience products and services
Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of reception procedure
Trade Union (If applicable)
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