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 enhancing member and client experience at Desjardins Ontario Credit Union. Support, advise on banking transactions, and promote digital solutions for financial empowerment.
Responsibilities
- Help give members and clients a better experience
- Ensure that they are satisfied and feel welcome
- Listen to and address their needs, and help them with financial empowerment
- Support and provide advice to members and clients about their banking transactions
- Promote all Desjardins products and services
- Offer personalized solutions based on members' and clients' needs
- Identify business opportunities and refer members and clients to colleagues who can help with specialized needs
- Provide information and support on the use of technological tools, while sharing advice about prevention and safety
- Ensure that financial transactions go smoothly and address any issues that may arise
Requirements
- High school diplomas in a related field
- A minimum of one year of relevant experience
- Strong communication skills in both French and English, both oral and written 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
- 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
Experience level
Salary
Not specified
Degree requirement
Location requirements
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