Financial Services Representative
1 month ago
As a Client Financial Services Agent at Desjardins, you will play a key role in providing personalized support to members and clients. You will work closely with advisors to deliver exceptional service and maintain strong business relationships.
Key Responsibilities- Handle client requests and provide solutions that meet their needs and expectations.
- Perform tasks and research as needed to recommend appropriate solutions.
- Help colleagues manage their agenda 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.
- 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.
- Attestation of Collegial Studies.
- A minimum of three years of relevant experience.
- Knowledge of French is required.
- Understanding of financial documents used in asset management.
- Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors.
- Knowledge of integrating financial data into systems.
- Knowledge of compliance with An Act respecting the distribution of financial products and services.
- Understanding of the philosophy and fundamentals of financial services cooperatives.
- Knowledge of operating procedures related to investment and financing activities.
- Knowledge of operating procedures related to convenience products and services and automated and assisted transactions.
- Knowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financing.
- Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation).
- Knowledge of service standards.
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Trade Union
CAISSE DE ROUYN-NORANDA (T: 30167)-
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