Agent ou agente, Services financiers, Clientèle

3 weeks ago

Kirkland, United States Desjardins Full time

The work mode arrangement for the position is full-time on site

More speicifically, you will be required to :

Handle client requests. Perform tasks and research as needed, and 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.

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

* 

What you bring to the table

Attestation of Collegial Studies

A minimum of three years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

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

Must have a valid driver's licence and access to a vehicle

Communicates effectively, Interpersonal Savvy, Situational adaptability

#LI-Onsite

Trade Union

Non Syndiqué

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