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    Desjardins

    Financial Services

    Member/client services agent, Member/client sales and service

    Caisse Desjardins des Grandes-Cultures-du-Lac, CanadaFull-timePosted 2w ago
    All Desjardins jobs

    Job description

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

    Temporary 15- Month Position.

    As a member/client service agent – sales, 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 assist members and clients and help maintain business relationships. You carry out sales, sales support and client relations activities for products and services or in response to general information requests in accordance with current practices, tailoring your approach as needed. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. More specifically, you will be required to:

    • Assist members and clients, listen to their needs, handle their requests and answer their questions
    • Help members/clients choose and get the most of their tools and channels based on how much independence and automation they want. Help close sales, process transactions and follow up as needed. Ensure member and client satisfaction
    • Take phone calls, handle information requests and forward them to the right person
    • Seize business opportunities and help increase sales through solicitation

    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.

    #LI-Onsite

    What you bring to the table 

    • Trade school 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

    Equity, Diversity, Inclusion and Accessibility

    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!

    Trade Union (If applicable)

    Caisses et Centres du SLSJ - CSN (00029) (2012-03-23 - )

    Job Family

    Member/client sales and service (FG)

    Unposting Date

    2026-11-29

    Job details are sourced from the employer's original posting.

    Open job posting
    DE

    About the company

    Desjardins

    Desjardins is a financial cooperative group that offers a full range of financial products and services, including banking, insurance, and wealth management. They are committed to the economic and social well-being of their members and communities.

    View all Desjardins jobs
    Industry
    Financial Services
    Open roles
    402

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