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Advisory Agent - Member and Client Experience

@ Caisse Desjardins de La Nouvelle-Beauce

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Sainte-Marie, Québec

Sur placeTemps plein3+ ans d’expérience
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En bref

Caisse Desjardins de La Nouvelle-Beauce is hiring a full-time advisory agent for member and client experience. The role supports and advises members on financial products, opens accounts, handles transactions, helps resolve fraud cases, and promotes digital tools. The posting states a competitive salary with annual bonus, four weeks of flexible vacation, a defined benefit pension plan, group insurance, on-site work, and French is required.

Responsabilités :

  • Soutenir les membres et clients dans leurs transactions et l'utilisation des outils numériques
  • Ouvrir des comptes et traiter les opérations financières
  • Aider les membres victimes de fraude ou d'irrégularités
  • Contribuer au développement d'affaires et aux relations d'affaires
  • Assurer la conformité, la sécurité et la gestion des risques

Résumé des exigences :

  • Diplôme d'études secondaires dans un domaine connexe
  • Minimum de trois ans d'expérience pertinente
  • Connaissance du français requise
  • Autres combinaisons de qualifications et d'expérience considérées

Outils et compétences

Financial productsProvide informationSalesRegulatory complianceRisk managementAdaptability

Avantages mentionnés

Régime de retraiteCongés payés
Source et dates

Site carrière / système de candidatures · workday

Date publiée par l’employeur
2026-11-12
Première détection par notre source
2026-11-13
Mise à jour du dossier source
2026-11-13

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineService à la clientèle
Expérience3 an(s) et plus
Heures par semaine40 (estimé)
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau, Chez les clients
PositionAssis et debout
Exigences physiquesphysique faible · ordinateur élevé
LanguesFrench, English
FormationSecondaire (DES) (exigé)
Avantages mentionnésCongés payés généreux, Horaire flexible, Régime de retraite, Prime de rendement, Mieux-être

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Caisse Desjardins de La Nouvelle-Beauce

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ChampValeur
Offres sur Jobsy7
Description

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 advise members and clients on available financial products and services, and promote the various distribution channels available. You open accounts for them and help them with their financial transactions, while remaining attentive to their 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 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. Monitor and process transactions required to settle their cases.
  • Stay on top of the latest standards, products and services in your field.
  • Uphold compliance, security and risk management 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.

#LI-Onsite


What you bring to the table

  • High school diplomas in a related field
  • A minimum of three years of relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered
  • Knowledge of French is required

Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy

Equity, Diversity, Inclusion and Accessibility

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!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-29

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