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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 Level
NV-05
As a Client Support – Personal Trust Services Agent, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple distribution channels based on member/client needs and current strategies and practices.
You help build and maintain business relationships with members and clients. You drive results by reviewing information requests and helping promote and sell products and services 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.
General Information on the Position
Main responsibilities
- Establish a consulting relationship by identifying current or potential needs and promoting customer retentionAdvise various partners, stakeholders or members and customers regarding the products, services or solutions offered and ensure their satisfaction
- Analyze and respond to customer needs, process requests and ensure the required follow-ups
- Collect, gather and analyze information, write reports and recommendations
- Keep abreast of new developments related to standards, products or services in your field of activity.
Other working conditions
- Workplace: The work arrangement for the position is hybrid work with 3 days in person and 2 days in telework
- Temporary work: scheduled to end on January 20, 2024
- Autres informations pertinentes : With the possibility of permanence
- Number of jobs available: 1
Qualifications
- General 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
- For vacant positions available in Quebec, please note that knowledge of French is required
Specific knowledge
- Mastery of the Office 365 suite of software
- Knowledge of financial products
- Proficient speaker, complete proficiency in written French
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Ambiguity, Decision quality, Drive results, Situational adaptability
Work Location
1, Complexe Desjardins, Montréal
Trade Union
Unposting Date
2022-12-23
Job Family
Member/client sales and service (FG)
Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.
