Customer Service Agent

3 weeks ago

Montréal, Canada Desjardins Full time

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-05

As a member/client service advisor, 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 Position

Main 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- The work arrangement for the position is hybrid work. #LI-Hybrid- Other relevant information: Be available full time for the 7 week training- 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- Advanced knowledge of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients.

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Communicates effectively, Drive results, Interpersonal Savvy

Work Location

450, boul. de Maisonneuve Ouest, Montréal

Trade Union

FCDQ-MTL-TUAC SCD

Unposting Date

2023-04-19

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.

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