Advisor - Member/client Sales and Service - Quebec City, Canada - Desjardins
Description
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.
At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.Job Level
NV-06
As a member/client service advisor - sales, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
You help build and maintain business relationships with members and clients.
You drive results by reviewing specific information requests about specialized products and services and promoting and selling them based on client needs and your unit's business objectives and strategies.
You provide advisory services on standards, policies, practices and processes. 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 Position
Main Responsibilities- Establish an advisory relationship by identifying current and potential needs and supporting client retention. Advise members and clients on specialized products and services. Review requests, research solutions and make recommendations.- Identify trends, weaknesses and opportunities.
Make recommendations.- Assist members and clients, listen to their needs and propose personalized solutions.- Help identify your unit's operational risks and opportunities for improvement.- Stay on top of the latest standards, products and services in your field.
Other working condition- Number of jobs available: 1Qualifications:
- College diploma in a related field
- A minimum of 2 years of relevant experience
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Drive results, Interpersonal Savvy
Work Location
1150, rue de Claire-Fontaine Québec
Trade Union
DSF-QC-FISA
Unposting Date
Job Family
Member/client sales and service (FG)
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.
More jobs from Desjardins
-
Agent(E) - Accueil Aux Membres
Maniwaki, Canada - 2 weeks ago
-
Internship - Sustainable Investment
Montréal, Canada - 2 weeks ago
-
Practice Leader, Management Support and Expertise
Montréal, Canada - 3 weeks ago
-
Client Financial Services Agent
Quebec City, Canada - 18 hours ago
-
Conseiller ou conseillère, Support VBA
Montreal, Canada - 1 week ago
-
Conseiller adjoint ou conseillère adjointe en gestion de patrimoine
Rivière-du-Loup, Canada - 3 weeks ago