Financial Services Agent, Clientele

Job title:

Financial Services Agent, Clientele

Company

Desjardins

Job description

As a financial service agent, clientele at Desjardins Entreprises Montérégie-Ouest, the incumbent works in close collaboration with account managers to maintain business relationships with members and clients by carrying out sales support activities. More specifically, you will be required to:Complete documentation following appointments with members and clients by meeting with them to obtain signatures, answering questions related to operations, opening accounts and presenting and closing sales of products and services (e.g., the Business Freedom Solutions plan). Direct and assist members and clients in using the aboveHelp prioritize weekly activities for account managers and plan upcoming follow-ups and solicitation activitiesAs needed, contact members and clients to confirm planned transactions. Make courtesy calls upon request by the account managersHelp prepare and deliver presentations targeted at members and clients and follow up on them as neededContribute to business development by participating in a variety of solicitation activitiesUse contacts with members and clients to build strong business relationships. Listen carefully to their needs to ensure full satisfaction and make the most of sales opportunities, and keep files up-to-dateEnsure files are complete and in compliance with all applicable deadlines and standards for qualityRespect all policies, practices and standards in effect for conducting transactions and operations securelyWhat we offer*Competitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipment

• Benefits apply based on eligibility criteria.

What you bring to the tableAttestation of Collegial StudiesA minimum of three years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredKnowledge of French is requiredAbility to create financial statementsKnowledge of products and services for businesses and those offered by caisses, components and Desjardins distribution networks and those of the competitionAbility to enter financial data in the systemsKnowledge of financing and credit management practices related to businessesFamiliarity with compliance requirements for regulations on the distribution of financial products and servicesUnderstanding of the philosophy and inner workings of a financial services cooperativeKnowledge of the procedures associated with opening accounts and selling complementary products and services, including those associated with Accord D financingKnowledge of the Desjardins business processesKnowledge of service standards Communicates effectively, Interpersonal Savvy, Situational adaptability#LI-HybridTrade Union (If applicable)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!Job Family Member/client sales and service (FG)Unposting Date 2025-01-27

Expected salary

Location

Châteauguay, QC – Saint-Jean-Baptiste, QC

Job date

Wed, 15 Jan 2025 08:31:08 GMT

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