Advisor, Member Sales and Service

Posted 3 weeks ago

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About the role

  • Desjardins member/client sales advisor serving Lévis members and clients. Advising on specialized products, selling tailored solutions, and maintaining service quality in a hybrid role.

Responsibilities

  • 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 member/client satisfaction
  • Review client needs and compile and analyze data
  • Handle requests and follow up as needed
  • Assist members and clients, listen to their needs and propose personalized solutions
  • Help identify the unit’s operational risks and opportunities for improvement
  • Stay on top of the latest standards, products and services in the field
  • 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
  • Promote and sell products and services based on client needs and unit business objectives and strategies
  • Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures

Requirements

  • College diploma in a related field
  • A minimum of one year of relevant experience
  • Other combinations of qualifications and relevant experience may be considered
  • Knowledge of French is required
  • Intermediate advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
  • Action oriented
  • Communicates effectively
  • Complexity
  • Customer Focus
  • Differences
  • Nimble learning
  • Situational adaptability
  • Tech savvy

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

Job title

Job type

Full Time

Experience level

Junior

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

HybridLevisCanada

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