Business Development Representative
4 weeks ago
The Business Development Representative will work closely with account managers to maintain business relationships with members and clients by providing sales support. Key responsibilities include:
- Completing documentation following appointments with members and clients, including obtaining signatures and answering questions related to operations, account openings, and sales of products and services.
- Assisting account managers in prioritizing weekly activities and planning follow-ups and solicitation activities.
- Confirming planned transactions with members and clients as needed, and making courtesy calls upon request by account managers.
- Preparing and delivering presentations to members and clients, and following up as needed.
- Contributing to business development through various solicitation activities.
- Building strong business relationships with members and clients by listening to their needs and ensuring full satisfaction, and keeping files up-to-date.
- Ensuring files are complete and compliant with applicable deadlines and standards for quality.
- Respecting all policies, practices, and standards for conducting transactions and operations securely.
What We Offer:
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
What You Bring to the Table:
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Knowledge of French is required
- Ability to create financial statements
- Knowledge of products and services for businesses and those offered by caisses, components, and Desjardins distribution networks, as well as those of the competition
- Ability to enter financial data in systems
- Knowledge of financing and credit management practices related to businesses
- Familiarity with compliance requirements for regulations on the distribution of financial products and services
- Understanding of the philosophy and inner workings of a financial services cooperative
- Knowledge of procedures associated with opening accounts and selling complementary products and services, including those associated with Accord D financing
- Knowledge of Desjardins business processes
- Knowledge of service standards
- Effective communication and interpersonal skills
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