Overview
Advisory Agent – Member and Client Jobs in Alexandria – Ontario at Desjardins
Title: Advisory Agent – Member and Client
Company: Desjardins
Location: Alexandria – Ontario
Category: Finance & Banking, Customer Service/HelpDesk
Position: Advisory Agent – Member and Client Experience
Location: Alexandria
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 Level
NV-03
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.
General Information on the Position Caisse Desjardins Ontario Credit Union Inc. serves 137,000 active members, primarily in the personal, commercial, real estate and agricultural sectors, from 48 branches with close to 840 employees. Its business volume exceeds $19.8 billion, with assets of more than $11.4 billion, including more than $8.1 billion in individual loans and more than $2.6 billion in business loans.
The caisse’s balance sheet savings total is more than $6.6 billion.
Main
Responsibilities
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.
Other working conditions
Schedule :
Possibility of working on Saturdays from 9:15 am to 1:15 pmThe work arrangement for the position is full-time on-site work #LI-Onsite Travel : 50% of the time Number of jobs available : 1
Qualifications High school diploma
A minimum of 2 years of relevant experience Please note that other com…
