Financial services Agent, Clientele

Desjardins; Rouyn-Noranda; On-site; CAD 45,000 - 75,000; Full time

Job summary

Une entreprise innovante recherche un agent de services financiers pour offrir un soutien personnalisé aux membres et clients. Dans ce rôle, vous travaillerez en étroite collaboration avec des conseillers pour répondre aux besoins des clients en matière d'investissement, de financement et de protection. Vous utiliserez vos compétences interpersonnelles et en communication pour garantir la satisfaction des clients tout en contribuant au développement des affaires. Ce poste offre une occasion unique de faire la différence dans la vie des membres, tout en bénéficiant d'un environnement de travail dynamique et d'avantages attrayants. Rejoignez une équipe qui valorise l'engagement et l'excellence dans le service à la clientèle.

Benefits

Salaire compétitif et bonus annuel

4 semaines de vacances flexibles

Régime de retraite à prestations déterminées

Assurance groupe incluant la télémédecine

Remboursement des dépenses de santé et de bien-être

Qualifications

• Minimum de trois ans d'expérience pertinente dans un rôle similaire.
• Connaissance du français est requise pour le poste.

Responsibilities

• Gérer les demandes des clients et recommander des solutions appropriées.
• Participer aux initiatives de développement des ventes.

Skills

Compétences interpersonnelles

Compétences en communication

Connaissance des documents financiers

Connaissance des produits et services financiers

Education

Attestation de collégial

Tools

Systèmes de données financières

Job description

As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection, all in line with the action plan. 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. You provide significant business development support. You assist members and clients, providing excellent customer service. You create offers for routine transactions, and help sell products and services based on the needs of members and clients and current strategies and practices. You tailor your approach based on members’ and clients’ needs.

More specifically, you will be required to:

1. Handle client requests, perform tasks and research as needed, and recommend appropriate solutions.
2. Help colleagues manage their agenda and emails.
3. Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.
4. Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want.
5. 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)