Advisory Agent, Member and Client Experience

4 weeks ago


Bedford, United Kingdom Desjardins Full time

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

As a member and client experience advisory agent, at the , 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

What you bring to the table

High school diplomas in a related field

A minimum of 3 years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

Knowledge of French is required

Knowledge of all counter and convenience products and services

Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors

Knowledge of integrating data into systems

Knowledge of security measures, legal framework and internal controls

Understanding of the philosophy and fundamentals of financial services cooperatives

Knowledge of operating procedures related to convenience products and services and transactions

Knowledge of service standards

Interpersonal Savvy

#LI-Onsite

Trade Union

Non Syndiqué

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 Family

Member/client sales and service (FG)

Unposting Date

2024-04-29

  • Bedford, United Kingdom Connells Group Full time

    OTE: £22,000 - £25,000 - Uncapped Commission, Career Progression We’re looking for a highly motivated **Trainee Estate Agent / Trainee Sales Negotiator **to complement our fantastic residential sales team in **Bedford **working in our well known **Taylors **estate agency. **Why join us as a Trainee Estate Agent / Trainee Sales Negotiator?** - Industry...


  • Bedford, United Kingdom 1st Choice Rec Full time

    **Call Centre Agents (Customer Service)** Bedford - office based Temporary - opportunity to go Temporary to Permanent - Our well-known client who are the UKs leading company within their field, are seeking Call Centre Agents to join them on a temporary basis for 4-6 weeks, _after this period their is an opportunity for you to move onto a temporary to...


  • Bedford, Bedfordshire, United Kingdom Investment Planning Counsel Full time

    Investment Planning Counsel (IPC) est l’une des sociétés de gestion de patrimoine indépendante qui croît le plus rapidement au Canada. Notre groupe diversifié est constitué de personnes orientées sur un objectif : aider les conseillers à bâtir une meilleure entreprise en offrant une expérience client remarquable. Nous nous spécialisons dans...

  • Sales Director

    3 weeks ago


    Bedford, Bedfordshire, United Kingdom Motorvogue Group Full time

    Working Hours Full time including Saturdays Benefits Company Car Motorvogue are a forward-thinking company working with 14 brands across 5 locations: With showrooms in Northampton, Bedford, King’s Lynn, Norwich, and Bury St Edmunds, we will be opening our sixth site in 2024. We’re looking for Sales Executives to work at our Multi-Franchise site in...

  • Tax Partner

    6 hours ago


    Bedford, United Kingdom Public Practice Recruitment Ltd Full time

    Tax Partner Job Vacancy We’re delighted to be seeking a talented tax accountant with exceptional communication skills, a progressive career to date and the skills and experience in providing tax compliance advice at the highest level to oversee the tax team and provide a superior level of customer service as a Tax Partner (with a route to equity) in...


  • Bedford, United Kingdom East of England Ambulance Service Trust Full time

    The role of Patient Experience Coordinator sits within the Patient Experience Team and is responsible for the handling and coordination of complaint and concern investigations within the Trust. Please be aware this is a hybrid working role which will require some home working and a minimum of 1 day a week in the office, this will be more frequent during the...


  • Bedford, United Kingdom Medical Defence Shield Full time

    **Employment Relations Advisor** **Medical Defence Shield - Bedford** **About Us**: Medical Defence Shield (MDS) is a leading representative body for professionals, including doctors and dentists, providing essential medical defence and professional support. With our dedicated in-house legal team and specialist employment and medico-legal advisors, we...


  • Bedford, United Kingdom Taylors Full time

    OTE: £25,000 to £30,000 - Benefits (ie, Company Car or Car Allowance, Uncapped Commission, Career Progression) We’re looking for a highly motivated **Senior Sales Negotiator/Estate Agent**to complement our fantastic residential sales team in branch in Bedford working in our well known Taylors estate agency. **What’s in it for you as our Senior Sales...


  • Bedford, United Kingdom Connells Group Full time

    We’re looking for a highly motivated **Trainee Estate Agent** who will develop into a **Lettings Negotiator** within our fantastic residential Lettings team in **Bedford.** The Trainee Estate Agent / Lettings Negotiator is an entry level role where you will learn all aspects of residential lettings and be taken through an industry leading **development**...

  • Lettings Negotiator

    4 weeks ago


    Bedford, United Kingdom Connells Full time

    We’re looking for a highly motivated **Estate Agent**to join as a **Lettings Negotiator**to complement our fantastic residential Lettings team in Bedford. **What's in it for you as ourEstate Agent / Lettings Negotiator?**: - Industry leading **training and development**: - Full **support**and training to **become ARLA - NFOPP qualified**: - Demonstrable...

  • Sales Negotiator

    4 weeks ago


    Bedford, United Kingdom Connells Full time

    We’re looking for a highly motivated **Estate Agent** to join our team as a **Sales Negotiator**to complement our fantastic residential sales team in **Bedford**. **What’s in it for you as our Estate Agent ?**: - Industry leading **training and development**: - Demonstrable **career** ladder - **Supportive** and rewarding environment - Compete for top...

  • Remote Tax Advisor

    4 weeks ago


    Bedford, Bedfordshire, United Kingdom Michael Page (UK) Full time

    Our client is a reputable player in the professional services sector, possessing a substantial workforce. Based in with offices across the south, they demonstrate a commitment to the highest standards of service and a strong focus on the development and welfare of their staff. Job Description - Personal Tax Advisor Offering bespoke tax advice to a...


  • Bedford, United Kingdom Karen Leggett Recruitment Ltd Full time

    CUSTOMER SERVICE ADVISOR Monday to Friday 8.30am to 4.30pm with 30 minutes break Salary £25k to start This client based in MK41 area has been trading for over 20 years and they have an excellent reputation for supplying quality goods and service. WHAT YOU WILL NEED - Previous customer experience preferably on the phone? - It goes without saying that...


  • Bedford, United Kingdom Ideal Personnel & Recruitment Solutions Limited Full time

    Our client has a vacancy for a private client paralegal to join their team. The role involves supporting the team on all transactions and will suit efficient individuals looking for genuine career progression.As a firm, they pride themselves on their friendly, approachable attitude and have a genuine passion for the services they provide. They offer...


  • Bedford, United Kingdom Ideal Personnel & Recruitment Solutions Limited Full time

    Our client has a vacancy for a private client paralegal to join their team. The role involves supporting the team on all transactions and will suit efficient individuals looking for genuine career progression. As a firm, they pride themselves on their friendly, approachable attitude and have a genuine passion for the services they provide. They offer...


  • Bedford, United Kingdom Ideal Personnel & Recruitment Solutions Limited Full time

    Our client has a vacancy for a private client paralegal to join their team. The role involves supporting the team on all transactions and will suit efficient individuals looking for genuine career progression.As a firm, they pride themselves on their friendly, approachable attitude and have a genuine passion for the services they provide. They offer...


  • Bedford, United Kingdom Simpson Judge Ltd Full time

    Job Role: Private Client Assistant Location: Bedford Perks: 25 days holiday + Bank, On site training and development. Office based & Full Time Are you an experienced Legal Administrator, Secretary or Assistant seeking a change in scenery or a new challenge in the legal sector? then this role could be for you as we are looking to assist a regional legal 500...

  • International Agent

    5 days ago


    Bedford, United Kingdom Brown & Co Full time

    Brown&Co are a leading firm of Chartered Surveyors and Agricultural Business Consultants with an established and active footprint across Central & Eastern Europe (CEE), North and South America. This role has plenty of scope for promotion within Brown&Co in the short term, with the opportunity for potential partnership. The role itself will consist of: -...


  • Bedford, United Kingdom Heat Recruitment Full time

    Job Opportunity: Junior Financial AdviserLocation - Silsoe (MK45), UKSalary - negotiable dependent on qualifications and experience Are you a qualified and highly professional individual seeking to kickstart your career as a Financial Adviser? About Us: We are working with a reputable wealth practice who believe in progress - progress towards personal and...


  • Bedford, United Kingdom G2 Legal Limited Full time

    **Private Client Solicitor - Bedford - £50,000 - £60,000** A leading law firm with a prominent reputation in the Bedford market is seeking a private client solicitor for its established and successful team. The firm are looking for lawyers (Solicitor/Cilex/STEP) with 3 years’ experience or more that should include wills, probate, LPAs, EPAs, tax and...