Financial services Agent, Clientele

Job summary

Provide financial advice and support to members and clients while promoting the organization's products and digital solutions. Ensure smooth financial transactions and refer clients to specialized colleagues for complex needs.

Job details

The work mode arrangement for the position is full-time on site. 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. More specifically, you will be required to : Support members and clients by telling them about technological tools and applications 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. Adhere to compliance, security and risk management rules. 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 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 service standards 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) CAISSE DE L'EST DE L'ABITIBI (80001 / Conv_Col_00050) (2015-07-27 - ) Job Family Member/client sales and service (FG) Unposting Date 2026-12-30

What you’ll do

Provide financial advice and support to members and clients while promoting the organization's products and digital solutions. Ensure smooth financial transactions and refer clients to specialized colleagues for complex needs.

Requirements

Requires a high school diploma in a related field and a minimum of two years of relevant experience. Proficiency in French and a strong focus on customer service standards are required.

Benefits

• Competitive Salary • Annual Bonus • Flexible Vacation • Defined Benefit Pension Plan • Group Insurance • Telemedicine • Health and Wellness Expenses Reimbursement • Telework Equipment Reimbursement

Listed skills

• Effective communication · Preferred
• Compliance · Preferred
• Risk Management · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Focus
• Effective Communication
• Action Oriented
• Situational Adaptability
• Nimble Learning
• Tech Savvy
• Financial Advice
• Business Development
• Fraud Assistance
• Compliance
• Risk Management
• French Language
• Experimental Learning
• Service Standards
• Adaptability
• Customer Service
• Communication
• Empowerment
• Sales
• Operations
• Telehealth
• Technical Acumen

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales
• Financial Services Agent
• Customer Service Representative (General)
• Inquiry Clerks
• Customer Service Representatives