Advisor, Member client sales and service

5 hours ago

Montreal, Quebec, Canada Desjardins Full time US$60,000 - US$120,000 per year

As a member/client service advisor – sales, you help maintain business relationships with members and clients. You carry out the necessary actions to help prevent different types of fraud and minimize financial losses. You analyze various information and communicate with customers to verify the validity and the nature of the transactions.  You ensure member/client satisfaction and service quality in accordance with the organization's standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to:

  • Analyze and interpret the type and nature of suspicious transactions and take the necessary actions to avoid monetary losses.

  • Advise members and customers who are victims of fraud on how to avoid potential monetary losses.

  • Establish an advisory relationship by identifying current and potential needs and supporting client retention.

  • Collect, compile and analyze data. Prepare reports and recommendations.

  • Help identify your unit's operational risks and opportunities for improvement.

What we offer*

  • 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.

What you bring to the table

  • 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

  • Knowledge of French is required

  • Intermediate advanced proficiency 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

Action oriented, Business insight, Differences, Drive results, Interpersonal Savvy, Nimble learning

Trade Union (If applicable)

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.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask

Job Family

Member/client sales and service (FG)

Unposting Date

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