Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.
The incumbent serves members and customers who require assistance with monetary and convenience transactions. He or she advises and assists members and customers in selecting and using automation solutions, and provides them with general information on Desjardins Group's service offer.
In January 2019, the Desjardins caisses in Boucherville, Contrecoeur-Verchères, Grand-Coteau and Varennes merged to become Caisse Desjardins des Patriotes, a people-centred financial cooperative that is accessible, modern and productive. With its 66,946 members and $2 billion in assets, the new caisse plays a key role in the community.
Carry out monetary and convenience transactions (e.g. deposits, withdrawals, Desjardins access cards, bill payments and bill management, account information and changes, personalized cheque orders, plans, direct deposits and withdrawals, certified cheques, drafts and money orders, automatic transfers, account statements). Verify and record supporting documents required to carry out transactions. As needed, process round-the-clock and ATM deposit envelopes.
Advise and assist members in selecting and optimizing their use of various available tools, fostering autonomy and promoting automation (e.g. ATMs, AccèsD Internet and telephone, Desjardins mobile services, Desjardins.com, as well as additional channels such as the Student Service Centre and Desjardins Bank).
Listen to members' and customers' needs in order to ensure their full satisfaction and identify sales opportunities, and, when appropriate, refer them to individuals who can meet their needs.
Contribute to sales growth by taking part in various solicitation and referral activities.
Ensure that all activities are completed in a timely fashion and in accordance with prescribed quality standards.
Maintain the security of transactions and operations in accordance with current policies, practices and standards.
Other working conditions
Be available to travel to the various points of service
Number of jobs available: 3
Work place: Caisse des Patriotes
High school diploma
Minimum of one year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
For vacant positions available in Quebec, please note that 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 automated and assisted transactions
Knowledge of service standards
Desjardins Cross-sector skills
Action oriented, Collaborates, Customer Focus, Innovation
Key competencies for the job
Caisse Desjardins des Patriotes
Member/client sales and service (FG)