Agent-conseil ou agente-conseil, Expérience membre et client-FR
Desjardins · Bois-des-Filion, QC
- On site
- Full-time
- CA$55,000 / year
- Bois-des-Filion, QC
Job highlights
- Advise members on banking and promote Desjardins services.
- Assist members with digital tools and technology.
- Greet, identify needs, and direct members appropriately.
- Support members experiencing fraud or irregularities.
- Collaborate with financial advisors for better service.
About the role
Member and Client Experience Advisor at Desjardins
Desjardins is seeking dedicated individuals to join their team as Member and Client Experience Advisors. This is a full-time, on-site position with multiple opportunities available in the Laurentides region.
About the Role
As a Member and Client Experience Advisor, you will enhance the member and client experience by providing guidance on banking transactions and promoting Desjardins products and services. You will also act as an ambassador for digital solutions, assisting members in securely using technological tools.
Key Responsibilities
- Assist members and clients with their operations and transactions, identifying opportunities to inform them about existing applications and technological tools to foster their autonomy.
- Greet members and clients courteously and dynamically, quickly identify their needs, and direct them to the appropriate people or channels.
- Contribute to business development and relationship maintenance through service delivery and various activities.
- Support members and clients who have experienced fraud or irregularities, ensuring they are directed to designated partners.
- Collaborate with personal finance advisors to improve the service offered to members.
What We Offer
- Competitive salary and annual bonus.
- 4 weeks of flexible vacation from the first year.
- Defined benefit pension plan for stable retirement income.
- Group insurance plan with telemedicine services.
- Reimbursement for health, wellness, and remote work equipment expenses (eligibility criteria apply).
What You'll Bring
Regardless of your background or academic training, if you aspire to work in the financial sector, we encourage you to apply. Our recruiters will contact you to identify the best opportunity matching your career aspirations. You will receive tailored training to launch a career aligned with your skills, ambitions, and education level.
Commitment to Equity, Diversity, and Inclusion
Desjardins believes in equity, diversity, and inclusion. We are committed to welcoming, considering, and valuing all individuals, enriching ourselves through their differences and uniqueness. We strive to create a work environment where everyone feels valued, with zero tolerance for discrimination. We believe our teams should reflect the diversity of our members, clientele, and communities.
If you require assistance to make the recruitment process or the position more accessible, please inform us. Accommodations will be provided upon request at any stage of the recruitment process.
Key skills/competency
- Member Experience
- Client Service
- Financial Transactions
- Digital Solutions
- Relationship Management
- Business Development
- Fraud Support
- Team Collaboration
- Communication Skills
- Problem-Solving
Skills & topics
- Member Experience Advisor
- Client Service Representative
- Financial Advisor Assistant
- Customer Relations
- Banking Services
- Sales Support
- Laurentides Jobs
- Desjardins Careers
- Customer Engagement
- Financial Services
How to get hired
- Tailor your resume: Highlight customer service, sales, and financial experience. Emphasize any experience promoting digital tools or resolving client issues.
- Showcase your client-centric approach: During the application, provide examples of how you've successfully advised clients and fostered relationships.
- Prepare for behavioral questions: Be ready to discuss how you handle difficult client situations, identify needs, and promote products/services.
- Understand Desjardins' values: Research their commitment to equity, diversity, and inclusion, and be prepared to speak to these values.
- Express enthusiasm for finance: Clearly communicate your desire to work in the financial sector and your willingness to learn.
Technical preparation
Behavioral questions
Frequently asked questions
- What are the primary responsibilities of a Member and Client Experience Advisor at Desjardins in the Laurentides?
- As a Member and Client Experience Advisor at Desjardins in the Laurentides, you will focus on enhancing member and client experiences. This involves advising them on banking transactions, promoting Desjardins products and services, and assisting them with digital tools. You'll also handle client inquiries, support those affected by fraud, and collaborate with financial advisors.
- Does Desjardins offer training for the Member and Client Experience Advisor role?
- Yes, Desjardins provides tailored training for the Member and Client Experience Advisor position. This training is designed to equip you with the necessary skills and knowledge to excel in the role, regardless of your prior academic background or experience in the financial sector.
- What is the work arrangement for this Member and Client Experience Advisor position?
- The Member and Client Experience Advisor role at Desjardins is a full-time, on-site position. Opportunities are currently available in the Laurentides region.
- What benefits can I expect as a Member and Client Experience Advisor at Desjardins?
- Desjardins offers a competitive salary with an annual bonus, four weeks of flexible vacation starting in the first year, a defined benefit pension plan, and a comprehensive group insurance plan including telemedicine. Expenses for health, wellness, and remote work equipment may also be reimbursed.
- How does Desjardins support diversity and inclusion for job applicants?
- Desjardins is strongly committed to equity, diversity, and inclusion. They welcome all individuals and strive to create an environment where everyone is valued. If you require any accommodations or assistance during the recruitment process, Desjardins will provide them upon request at any stage.
- Is prior experience in the financial industry required for the Member and Client Experience Advisor role at Desjardins?
- No, prior experience in the financial industry is not strictly required. Desjardins encourages applications from individuals with various backgrounds who are interested in a career in finance. They provide adapted training to help you succeed in the role.