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

Desjardins; United States; Remote; USD 42,000 - 56,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Pension plan

Telemedicine

Health & wellness

Job summary

Desjardins is seeking a temporary member/client service agent with sales responsibilities for 12 months in the United States. You will assist members and clients, understand needs, and help sell specialized products through multiple channels while preserving service quality.

You will handle calls, respond to inquiries, close sales when appropriate, and contribute to relationship development. French knowledge is required; a trade school diploma and at least one year of experience preferred;

Qualifications

• Trade school diploma in a related field.
• Minimum of one year of relevant experience.
• French language knowledge is required.
• Other combinations of qualifications may be considered.

Responsibilities

• 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 independence and automation; help close sales and process transactions.
• Take phone calls, handle information requests and forward them to the right person.
• Seize business opportunities and help increase sales through solicitation.

Skills

Customer service

Sales experience

Communication skills

Interpersonal skills

Education

Trade school diploma

Tools

CRM software

Telephone systems

Job description

Temporary position for 12 months

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.

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
  Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

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)

DSF-MTL-SEPB 575 (00037) (2016-01-01 - )

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-28