Financial Services Agent - Rouyn-Noranda, Canada - Desjardins
Description
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships.You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection, all in line with the action plan.
You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization's standards and procedures.
You provide significant business development support. You assist members and clients, providing excellent customer service.
You create offers for routine transactions, and help sell products and services based on the needs of members and clients and current strategies and practices.
You will be required to:
- As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships.
You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection, all in line with the action plan.
You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization's standards and procedures.
You provide significant business development support. You assist members and clients, providing excellent customer service. You create offers for routine transactions, and help sell products and services based on the needs of members and clients and current strategies and practices. You tailor your approach based on members' and clients' needs.
You will be required to:
- Handle client requests. Perform tasks and research as needed, and recommend appropriate solutions.
Trade Union
CAISSE DE ROUYN-NORANDA (T: 30167)
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 Family
Member/client sales and service (FG)
Unposting Date
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