Member and Client Experience Advisor

Temporary Position (on call)

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

As a Member and Client Experience Advisor at Desjardins Caisse de Rimouski, you will enhance the experience of our members and clients and ensure their satisfaction. This involves, among other things, providing a welcoming reception, active listening, addressing their needs, and guiding them in managing their financial autonomy. Through this guidance, you will promote the cooperative values of Desjardins. You will accompany members and clients, advise them on the financial products and services offered, and promote the various distribution channels available. You will assist in opening their accounts and support them in their financial transactions, always being attentive to their needs to offer tailored solutions. You will identify business opportunities and direct members and clients to your colleagues for specialized services. You will be a proud ambassador of digital solutions and provide advice to members and clients on their use. You will ensure the smooth conduct of their financial transactions, while also handling problem resolution when necessary. You will emphasize information and guidance on the use of technological tools, while incorporating prevention and security advice. More specifically, you will be tasked with:

• Accompanying members and clients in their operations and transactions, identifying opportunities to inform them about existing applications and technological tools, enabling them to be more autonomous in these activities.
• Contributing to business development and maintaining business relationships through service delivery and activities.
• Handling members and clients who have been victims of fraud or irregularities. Follow up and process the necessary operations to resolve their case.
• Staying informed about new developments related to standards, products, or services in your field of activity.
• Complying with compliance, security, and risk management rules.
• #LI-Onsite

What You Will Bring to the Table

• High school diploma (DES)
• A minimum of three years of relevant experience
• Please note that other combinations of education and relevant experience may be considered
• Knowledge of French is required
• Knowledge of all Desjardins products and services related to current and savings accounts
• Knowledge of all products and services for Desjardins members, as well as those offered by Desjardins Business Centers, components, distribution networks/channels, and competitors
• Knowledge of data integration into systems
• Knowledge of security measures, legal framework, and internal control
• Knowledge of the philosophy and operation of a financial services cooperative
• Knowledge of operational procedures related to savings products and transactions
• Knowledge of service standards

Effective communication, Technology mastery, Adaptability to situations Equity, diversity, inclusion, and accessibility

At Desjardins, we believe in equity, diversity, and inclusion. We are committed to welcoming all individuals, considering and valuing them for who they are, enriching ourselves with their differences and uniqueness, and, most importantly, providing them with a work environment where they will thrive. For us, discrimination, in any form, is a zero-tolerance policy! We believe that our teams should reflect the diversity of our members, our clientele, and the communities we serve.

If you need assistance to make the recruitment process or the position more accessible, please let us know. Accommodation measures will be offered to those who request them at any stage of the recruitment process.

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Union (if applicable) CAISSE DE RIMOUSKI (60003 / CONV_COL_00064) (2019-02-07 - )

Job Family

Member and client services - sales (GF)

Job Posting End Date 2026-07-27