Advisor, Member/Client Sales and Service

Posted 14 hours ago

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About the role

  • Desjardins member/client sales advisor building relationships and selling specialized banking products in Montréal and Lévis. Providing personalized service through hybrid work.

Responsibilities

  • 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
  • Establish advisory relationships by identifying current and potential needs and supporting client retention
  • Advise members and clients on specialized products and services and ensure satisfaction
  • Review client needs and compile and analyze data
  • Handle requests and follow up as needed
  • Listen to member/client needs and propose personalized solutions
  • Help identify operational risks and opportunities for improvement
  • Stay current with the latest standards, products, and services in the field
  • Ensure 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 knowledge 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
  • Ability to establish advisory relationships and identify current and potential client needs
  • Ability to advise members and clients on specialized products and services
  • Ability to review client needs and compile and analyze data
  • Ability to handle requests and follow up as needed
  • Ability to propose personalized solutions
  • Ability to identify operational risks and opportunities for improvement
  • Ability to stay current with standards, products, and services in the field

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

HybridMontrealCanada

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