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

Desjardins6 days ago
Montréal, QC
Mid Level
full_time

Top Benefits

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

About the role

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
  • Intermediate advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

Communicates effectively, Interpersonal Savvy, Situational adaptability

Trade Union (If applicable)

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

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

2025-08-20

About Desjardins

Banking
10,000+

Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.