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Customer Service Agent - Member and Client Relations - Jobs in Montréal, QC

Job LocationMontréal, QC
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.Job LevelNV-05As a member/client service advisor – sales, you help solicit and develop and maintain business relationships with members and clients. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs.You help build and maintain business relationships with members and clients. You drive results by reviewing information requests for specialized products and services and promoting and selling them based on client needs and your unit’s business objectives and strategies.You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential.General Information on the PositionMain Responsibilities

  • Receives and handles client requests, according to the timeframe and established productivity and quality standards; ensures client satisfaction.
  • Establishes an advisory relationship with clients by identifying current or potential needs and encouraging client retention, where applicable.
  • Helps identify operational risks and finds ways to continuously improve activities within the unit.
  • Processes more complex or specific requests. Prepares files and submits recommendations for cases beyond his or her scope.
  • Respond to the needs of the clientele, act on business opportunities and steer clients towards other services or subsidiaries.
  • Analyzes, validates and authorizes requests for available investment, financing or insurance products and services that fall within the authorized discretionary limit.
Other working conditions
  • Work location : Currently on regular telework due to the pandemic. Thereafter, place of business Levis or Montreal , according to the preference of the selected candidate. Telecommuting arrangements to be re-evaluated subsequently
  • Number of jobs available : 12
Qualifications
  • College diploma in a related field
  • A minimum of one year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
  • For vacant positions available in Quebec, please note that knowledge of French is required
Specific knowledge
  • Proficient speaker, advanced knowledge of English
Desjardins Cross-sector skillsAction oriented, Customer Focus, Differences, Nimble learningKey competencies for the jobCommunicates effectively, Drive results, Interpersonal SavvyWork Location450, boul. de Maisonneuve Ouest, MontréalTrade UnionFCDQ-MTL-TUAC SCDUnposting Date2022-01-19Job FamilyMember/client sales and service (FG)Quick Apply
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