Advisor, Member/client sales and service

Desjardins; United States; Remote; USD 40.000 - 60.000; Vollzeit

Benefits dieser Stelle

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Wellness expense reimbursement

Zusammenfassung

Desjardins in the United States seeks a member/client service advisor – sales to grow and maintain business relationships. You will provide customer service and promote specialized products across channels, tailoring solutions to client needs and aligning with unit objectives.

Role requires French proficiency and advanced English, along with a college diploma and at least one year of relevant experience; benefits include bonuses and comprehensive coverage.

Qualifikationen

• Establish advisory relationships by identifying current and potential needs and supporting client retention
• Review client needs and compile and analyze data; handle requests and follow up
• Assist members and clients, listen to their needs and propose personalized solutions
• Identify your unit’s operational risks and opportunities for improvement
• Stay updated on the latest standards, products and services in your field

Aufgaben

• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Advise members and clients on specialized products and services and ensure member/client satisfaction
• Review client needs and compile and analyze data; handle requests and follow up as needed
• Assist members and clients, listen to their needs and propose personalized solutions
• Help identify your unit’s operational risks and opportunities for improvement
• Stay on top of the latest standards, products and services in your field

Kenntnisse

Interpersonal Savvy

Client service

Needs analysis

Relationship building

Ausbildung

College diploma in a related field

Jobbeschreibung

As a member/client service advisor – 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 help build and maintain business relationships with members and clients. You drive results by reviewing information requests for specialized products and services and promoting and selling them based on client needs and your unit’s business objectives and strategies. 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 :

• Establish an advisory relationship by identifying current and potential needs and supporting client retention. Advise members and clients on specialized products and services and ensure member/client satisfaction

• Review client needs and compile and analyze data. Handle requests and follow up as needed

• Assist members and clients, listen to their needs and propose personalized solutions

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

• Stay on top of the latest standards, products and services in your field.

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

*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

• 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

Complexity, Customer Focus, Interpersonal Savvy, Nimble learning, Situational adaptability, Tech savvy

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)

FCDQ-MTL-TUAC SCD (00012) (2013-02-19 - )

Job Family

Member/client sales and service (FG)