The incumbent is responsible for welcoming members and customers warmly and courteously. He or she must quickly ascertain members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels. He or she transmits general information on Desjardins Group's service offer to members and customers. More specifically, you will be required to:
- Consistently adhere to Desjardins service standards when welcoming members and customers in order to provide a distinctive experience
- As time permits, foster member and customer autonomy by assisting them in the optimal use of alternative tools and channels (e.g. ATMs, AccèsD Internet and telephone, Desjardins mobile services, Desjardins.com, and complementary channels such as the Student Service Centre and Desjardins Bank)
- Ensure that members and customers experience a reasonable waiting time in the waiting room. To that effect, observe their reactions and maintain their satisfaction
- Pay attention to the needs of members and customers to ensure their full satisfaction and seize sales opportunities
- When coming into contact with members and customers, work to strengthen the trust they have in Desjardins by adequately meeting their needs
- As needed, schedule appointments following the process established by the Caisse
- As required and on an ad hoc basis, answer and route phone calls and collect and provide general information.
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 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 security measures, legal framework and internal controls
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of reception procedure
- Knowledge of the general responsibilities of the Caisse teams (organizational structure, roles and responsibilities)
- Knowledge of service standards
Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability
Trade Union (If applicable)
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
2026-07-2
