Advisor, Banking and Credit Services, Customer Relations Center
Desjardins is a financial services cooperative that is seeking an Advisor for their Banking and Credit Services in the Customer Relations Center. The role involves providing personalized support to members and clients, answering questions about financial products, and helping them find tailored solutions to their needs.
Responsibilities
- Provide an exceptional customer experience while answering member and client questions about their credit card accounts, bank accounts, online services and other financial needs
- Take a proactive advisory role and provide personalized support by identifying the needs of members and clients and suggesting tailored solutions
- Establish an advisory relationship by identifying current and potential needs and supporting client retention
- Effectively manage and solve member and client problems using a solution-oriented approach
- Help members and clients become financially empowered by guiding them to use the digital tools available
- Proactively update your knowledge by strategically monitoring your area of expertise
Skills
- College diploma in a related field
- A minimum of one year of relevant experience in customer service
- Knowledge of French is required
- Available to work Monday to Friday from 6 a.m. to 9 p.m. and Saturday to Sunday from 8 a.m. to 6 p.m
- This position is currently remote. However, you may be required to come into the office a few times each quarter
- For certain positions, advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
Benefits
- 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
Company Overview