Temporary position for 18 months (On call)
The work mode arrangement for the position is full-time on site
As a member and client experience advisory agent at , 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 :
Support members and clients by telling them about existing applications and technological tools that can help them do transactions and operations on their own.
Contribute to business development and maintain business relationships through service delivery and activities.
Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners.
Stay on top of the latest standards, products and services in your field.
Uphold compliance, security and risk management standards.
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
Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools
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 automated and assisted transactions
Knowledge of service standards
Available for travel in the Ottawa area and Eastern Ontario
Available to work Saturdays and Thursday evenings.
Communicates effectively, Situational adaptability, Tech savvy
LI-Onsite
Trade Union
Non-unionized
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