Financial Services Specialist
Desjardins
full-time
Posted on:
Location Type: Office
Location: Sherbrooke • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Support members and clients by informing them about existing applications and digital tools that enable them to complete transactions and manage their accounts independently.
- Welcome members and customers warmly and courteously; quickly identify their needs to direct them to the appropriate colleague or alternative distribution channels.
- Contribute to business development and maintain client relationships through service delivery and related activities.
- Assist members and clients who have experienced fraud or discrepancies, ensuring they are referred to the appropriate partners.
- Collaborate with personal financial advisors to improve and enhance the service offered to members.
Requirements
- We encourage applications from all candidates — regardless of experience or education — if you have a desire to build a career in the financial services industry.
- The Desjardins Cooperative Institute (DCI) provides a unique opportunity to receive training for a career that matches your skills, goals and education.
Benefits
- Competitive salary and annual bonus
- Four weeks of flexible vacation starting in the first year
- Defined-benefit pension plan that provides predictable, stable retirement income
- Group insurance including telemedicine
- Reimbursement for health and wellness expenses and for telework equipment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
customer servicecommunicationrelationship managementproblem-solvingcollaborationbusiness developmentneeds assessmentfraud resolutioncourtesyindependence