BMO banking associate providing bilingual credit and lending sales and service remotely in Quebec. Handling customer contacts, credit decisions, compliance, and suspicious - activity reporting.
About the role
- Financial security advisor at Desjardins developing client relationships and selling life and health insurance products. Focusing on customer satisfaction and personalized financial solutions.
Responsibilities
- Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Sell life and health insurance products and services through multiple distribution channels based on member/client needs
- Assess customer satisfaction and service quality, follow up and make improvements as needed
- Establish and maintain good relationships with referral sources
- Present information to partners to help members and clients achieve financial goals
Requirements
- College diploma in a related field
- A minimum of two 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
Job title
Job type
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