Retail CSR at Park Insurance providing personal lines insurance in Burnaby. Responsible for sales, customer service, and insurance evaluation duties.
About the role
- Advisory Agent improving member and client experience with Caisse Desjardins in Ontario. Supporting banking transactions and promoting products while ensuring satisfaction.
Responsibilities
- Help give members and clients a better experience, ensure satisfaction
- Support and provide advice about banking transactions
- Promote Desjardins products and services
- Identify business opportunities
- Refer members to colleagues for specialized needs
- Advise on use of digital solutions
- Ensure smooth financial transactions
Requirements
- High school diplomas in a related field
- A minimum of two years of relevant experience
- Strong communication skills in both French and English, both oral and written
- Action oriented
- Effective communication
- Customer Focus
- Differences
- Nimble learning
- Situational adaptability
- Tech savvy
Benefits
- 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.
- We can provide accommodations at any stage in the recruitment process.
Job title
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