Client Financial Services Agent

🔥 52 minutes ago

🏢🏡 Montréal – Hybrid

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

🗣️🇫🇷 French Required

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Logo of Desjardins

Desjardins

WebsiteLinkedIn

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

• Handle client requests • Perform tasks and research as needed, and recommend appropriate solutions • Help colleagues manage their agenda and emails • Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations • Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want • Seize business opportunities and participate in sales development initiatives

🎯 Requirements

• Attestation of Collegial Studies • A minimum of three years of relevant experience • Knowledge of French is required

🏖️ 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 of health and wellness expenses and telework equipment

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