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Financial Services Agent – Clientele
Desjardins. Handle client requests. . Perform tasks and research as needed, and recommend appropriate solutions. . Help colleagues manage their agendas and emails. . Be attentive to the needs of members and clients and recomme
About the role
Key responsibilities & impact- Handle client requests.
- Perform tasks and research as needed, and recommend appropriate solutions.
- Help colleagues manage their agendas and emails.
- Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.
- Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want.
- Seize business opportunities and participate in sales development initiatives.
Requirements
What you’ll need- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Knowledge of French is required
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- Situational adaptability
Benefits
Comp & perks- 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 * Benefits apply based on eligibility criteria.
ATS Keywords
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Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
action orientedcommunicates effectivelycustomer focusinterpersonal savvynimble learningsituational adaptability
Certifications
Attestation of Collegial Studies