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Desjardins Group

Cooperative financial group offering full services

Member/Client Services Agent - Member/Client Sales and Service

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeDolbeau-Mistassini, QC, CanadaIn-person

About the Job

Requirements

  • A trade school diploma in a related field is required.
  • A minimum of one year of relevant experience is required.
  • Other combinations of qualifications and relevant experience may be considered.
  • Knowledge of French is required.

Responsibilities

  • Assist members and clients, listen to their needs, handle their requests, and answer their questions.
  • Help members and clients choose and get the most from their tools and channels based on their desired level of independence and automation.
  • Help close sales, process transactions, and follow up as needed while ensuring member and client satisfaction.
  • Take phone calls, handle information requests, and forward them to the appropriate person.
  • Identify business opportunities and help increase sales through solicitation.
  • Solicit, develop, and maintain business relationships with members and clients.
  • Provide customer service and help sell specialized products and services through multiple distribution channels based on member and client needs.
  • Carry out sales, sales support, and client relations activities for products and services or in response to general information requests, tailoring the approach as needed.

About the Company

Desjardins Group

Cooperative financial group offering full services

Desjardins Group is a large cooperative financial organization in North America that provides banking and financial services to individuals and businesses in Canada. Its products include everyday accounts, loans, mortgages, investments, insurance, and corporate finance, delivered through branches, online platforms, and its subsidiaries. The cooperative structure and strong balance sheet help Desjardins offer reliable services with high capital ratios and solid credit ratings, differentiating it from many competitors. Its goal is to serve the financial needs of its members and clients by delivering accessible, well-capitalized financial products and services across Canada.

Company size
Not listed
Company stage
Not listed
Total funding
$204.4M
Headquarters
Quebec City, Canada
Founded
1900

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