Advisor, Member/client sales and service
Listed on 2026-01-12
-
Sales
Customer Success Mgr./ CSM, Client Relationship Manager -
Customer Service/HelpDesk
Customer Success Mgr./ CSM, Client Relationship Manager
Advisor, Member/client sales and service
Join to apply for the Advisor, Member/client sales and service role at Desjardins
The work arrangement for this position is at the discretion of the successful candidate
RequiredAs a member/client service advisor, 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 help build and maintain business relationships with members and clients. You drive results by reviewing information requests for specialized products and services and promoting and selling them 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. More specifically, you will be required to:
- Assist members and clients, listen to their needs and propose personalized solutions
- Help members/clients choose and get the most of their tools and channels based on how much independence and automation they want
- Close sales, process transactions and follow up as needed. Ensure member and client satisfaction
- Seize business opportunities and help increase sales through solicitation
- 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
- 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
- Knowledge of French is required
- Available to work 35 hours a week, Monday to Thursday between 8:30 a.m. and 7:00 p.m. and Friday between 8:30 a.m. and 5:00 p.m.
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 FamilyMember/client sales and service (FG)
Seniority levelEntry level
Employment typeFull-time
Job function- Management and Manufacturing
- Banking
Unposting Date:
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