Advisor, Member/Client Sales and Service

🔥 28 minutes ago

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Desjardins

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1900

🏦 Banking

💸 Finance

Banking • Insurance • Finance

Desjardins is a leading financial cooperative in North America, offering a wide range of financial and insurance services across Canada. Its services include personal and business banking accounts, credit cards, mortgages, loans, savings and investments, as well as auto and home insurance, among others. Desjardins is known for its focus on responsible investment and supporting local economies. It provides members with the opportunity to participate in decision-making processes and emphasizes commitment to the community and youth development.

📋 Description

• Help solicit, develop, and maintain business relationships with members and clients • Provide customer service and sell specialized products and services through multiple distribution channels based on member/client needs • Drive results by reviewing information requests for specialized products and services and promoting and selling them according to client needs and the unit’s business objectives and strategies • Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures • Establish an advisory relationship by identifying current and potential needs and supporting client retention • Advise members and clients on specialized products and services and ensure their satisfaction • Review client needs and compile and analyze relevant data • Assist members and clients by listening to their needs and proposing personalized solutions • Help identify your unit’s operational risks and opportunities for improvement • Stay up to date on the latest standards, products, and services in your field.

🎯 Requirements

• College diploma in a related field • Minimum of one year of relevant experience • Knowledge of French is required • Advanced proficiency in English due to the nature of the duties, required work tools, or interactions with English-speaking partners, members, and/or clients

🏖️ Benefits

• 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 for health and wellness expenses and telework equipment