Member & Client Advisor - Strategic Sales & Service

Desjardins; United States; Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Wellness expense reimbursement

Job summary

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.

Qualifications

• 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

Responsibilities

• 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

Skills

Interpersonal Savvy

Client service

Needs analysis

Relationship building

Education

College diploma in a related field

Job description

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.