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Member and client services agent

extra holidays
Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

College diploma in a related field, Minimum of one year of relevant experience, Knowledge of French is required, None.

Key responsabilities:

  • Assist members and clients with needs
  • Close sales and process transactions

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Desjardins Banking XLarge https://www.desjardins.com/
10001 Employees
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Job description

The work arrangement for this position is at the discretion of the successful candidate

As a member/client service advisor, you help solicit and develop and maintain business relationships with members and clients. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs. You help build and maintain business relationships with members and clients. You drive results by reviewing information requests for specialized products and services and promoting and selling them based on client needs and your unit’s business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to:

  • Assist members and clients, listen to their needs and propose personalized solutions

  • Help members/clients choose and get the most of their tools and channels based on how much independence and automation they want

  • Close sales, process transactions and follow up as needed. Ensure member and client satisfaction

  • Seize business opportunities and help increase sales through solicitation.

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.

What you bring to the table

  • College diploma in a related field

  • A minimum of one year of relevant experience

  • A minimum of two, three, four, five, six, seven, eight, nine, ten years of relevant experience

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

  • Knowledge of French is required

  • Available to work 35 hours a week, Monday to Thursday between 8: 30 a.m. and 7: 00 p.m. and Friday between 8: 30 a.m. and 5: 00 p.m

#LI-Remote

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

2025-02-21

Required profile

Experience

Industry :
Banking
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Customer Service
  • Sales
  • Relationship Management
  • Problem Solving
  • Social Skills
  • Teamwork
  • Communication

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