Advisory Agent, Member and Client Experience

The work mode arrangement for the position is full-time on site.

The incumbent supports the needs of members and customers with respect to convenience products and services. He or she advises and assists members and customers in selecting and using automation solutions and various alternative channels. He or she transmits general information on Desjardins Group's service offer to members and customers. More specifically, you will be required to:

• Advise and assist members and customers in selecting and optimizing their use of various available tools and alternative channels, fostering autonomy and promoting automation (e.g. ATMs, AccèsD Internet and telephone, Desjardins mobile services, Desjardins.com, as well as complementary channels such as the Student Service Centre and Desjardins Bank).

• Sell convenience products and services (e.g. Desjardins access card, Visa Desjardins card, AccèsD registration, fund transfers, account changes, traveller's cheques, authorized transit limit, inter-caisse authorizations, safety deposit boxes, cash orders). Perform the required transactions, and, when necessary, follow up with members and customers.

• Listen to members' and customers' needs in order to ensure their full satisfaction and identify sales opportunities, and, when appropriate, refer them to individuals who can meet their needs.

• As required, meet with members and customers to open accounts, following the process established by the Caisse.

• Support members and customers who have encountered fraud or irregularities (e.g. copied Desjardins access card, identity theft, phishing or any other issue related to the access card or Visa Desjardins card). Monitor and process transactions required for case settlements.

• Contribute to sales growth by taking part in various solicitation and referral activities.

• Ensure that activities are completed in a timely fashion and in accordance with prescribed quality standards.

• Maintain the security of transactions and operations in accordance with current policies, practices and standards.

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

* Benefits apply based on eligibility criteria.

What you bring to the table

• High school diplomas in a related field

• A minimum of two 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

• Knowledge of integrating data into systems

• Knowledge of security measures, legal framework and internal controls

• Understanding of the philosophy and fundamentals of financial services cooperatives

• Knowledge of operating procedures related to convenience products and services and transactions

• Knowledge of service standards

Communicates effectively, Situational adaptability, Tech savvy

#LI-Onsite

Trade Union (If applicable)

CAISSE DE SEPT-ILES (20335 / Conv_Col_00070) (2016-06-29 - )

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

Unposting Date

2025-09-12