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Desjardins
Desjardins
ApdrošināšanaBanku darbībaFinanses
Desjardins ir Ziemeļamerikas finanšu kooperatīvs, kas apkalpo privātpersonas, uzņēmumus un kopienas visā Kanādā. Tā pakalpojumi ietver privātpersonu un uzņēmumu banku pakalpojumus, kredītkartes, hipotekāros kredītus, aizdevumus, uzkrājumu un ieguldījumu risinājumus, kā arī automašīnu un mājokļa apdrošināšanu. Organizācija apvieno finanšu un apdrošināšanas pakalpojumus ar kooperatīva modeli, kas ļauj biedriem piedalīties lēmumu pieņemšanā, vienlaikus uzsverot atbildīgus ieguldījumus, vietējās ekonomikas atbalstu, iesaisti kopienā un jauniešu attīstību.
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Vakances uzņēmumā

Financial Services Agent, Client Service

Support Desjardins members and advisors with service requests, everyday transactions, and tailored financial solutions. Contribute to business development while helping deliver a high-quality client experience.

CAKanādaHibrīdiPilna slodzeVidējais līmenisVecākais speciālistsNepieciešamā Valoda: angļuNepieciešamā Valoda: frančuFinanšu plānošana un analīze

Apraksts

  • Partner with advisors to provide personalized support to members and clients.
  • Help advisors deliver services and maintain client relationships.
  • Address members’ and clients’ immediate needs with investment, financing, and protection solutions.
  • Maintain member and client satisfaction and service quality in line with organizational standards and procedures.
  • Support business development activities.
  • Assist members and clients with responsive, high-quality service.
  • Prepare offers for routine transactions.
  • Help sell products and services that fit client needs and align with current strategies and practices.
  • Respond to client requests, complete tasks and research, and recommend suitable solutions.
  • Help colleagues organize their calendars and manage email.
  • Recommend solutions that address members’ and clients’ needs and expectations.
  • Guide members and clients in choosing and using tools and channels suited to their preferred level of independence and automation.
  • Identify business opportunities and take part in sales development initiatives.

Prasības

  • Attestation of Collegial Studies.
  • At least three years of relevant experience.
  • Other combinations of qualifications and relevant experience may be considered.
  • French proficiency is required.
  • Available to travel within the Montérégie region, up to 60 km from home.
  • Valid driver’s licence.
  • Effective communication skills.
  • Interpersonal savvy.
  • Situational adaptability.

Priekšrocības

  • Competitive salary and annual bonus.
  • Four weeks of flexible vacation starting in the first year.
  • Defined benefit pension plan providing predictable, stable retirement income.
  • Group insurance, including telemedicine.
  • Reimbursement for health and wellness expenses and telework equipment.

Saistītās vakances

Desjardins

Desjardins Personal Finance Advisor — Thetford Mines (Hybrid)

Desjardins
ApdrošināšanaBanku darbībaFinanses
CAKanādaHibrīdiPilna slodzeJaunākais speciālistsVidējais līmenisNepieciešamā Valoda: angļuNepieciešamā Valoda: frančuFinanšu plānošana un analīze

Help Desjardins members work toward their financial goals with tailored advice and product recommendations. Build client relationships while advising on investments, loans, insurance and prudent financial strategies.

Atvērt