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Advisory Agent Member and Client Experience
Desjardins
Saint-Raymond, QCOn Site
Original Job Summary
About the Opportunity
At Desjardins, the Advisory Agent Member and Client Experience role is centered on enhancing the service experience for members and clients. The role involves advising on banking transactions, promoting Desjardins products, and being an ambassador for digital solutions.
Main Responsibilities
- Support members using existing applications and technological tools.
- Welcome members warmly and assess their needs promptly.
- Contribute to business development and sustain client relationships.
- Assist with fraud or irregularities and direct to appropriate partners.
- Collaborate with personal finance advisors to enhance service.
Benefits & Perks
The position offers a competitive salary and annual bonus, 4 weeks of flexible vacation starting in the first year, a defined benefit pension plan, group insurance with telemedicine, and reimbursement for health, wellness, and telework equipment.
Inclusivity and Accessibility
Desjardins is committed to equity, diversity, and inclusion and provides accommodations throughout the recruitment process to ensure a positive experience for all candidates.
Key skills/competency
- Banking
- Client Service
- Digital Solutions
- Fraud Management
- Business Development
- Communication
- Advisory
- Technology
- Relationship Building
- Problem Solving
How to Get Hired at Desjardins
🎯 Tips for Getting Hired
- Research Desjardins culture: Understand mission, values, and recent news.
- Customize your resume: Highlight client service and banking skills.
- Prepare for interviews: Know digital solutions and fraud protocols.
- Network strategically: Connect on LinkedIn and professional groups.
📝 Interview Preparation Advice
Technical Preparation
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Review digital tool user guides.
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Practice fraud detection protocols.
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Study common banking software.
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Brush up on transaction process operations.
Behavioral Questions
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Describe handling challenging client issues.
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Explain teamwork in fast-paced environments.
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Discuss examples of empathy with clients.
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Share past conflict resolution experiences.