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

Role overview

Qualifications

  • Trade school diploma in a related field
  • Minimum of one year of relevant experience
  • Knowledge of French is required
  • Action oriented, Communicates effectively, Customer Focus

Responsibilities

  • 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 their independence and automation preferences
  • Help close sales, process transactions and follow up as needed
  • Take phone calls, handle information requests and forward them to the right person

Key facts

  • Remote from: Canada, North America
  • Full time
  • Junior (1-2 years)
  • Client Services Manager
  • French

Hard skills

Other skills

  • Customer Service
  • Sales
  • Communication
  • Social Skills
  • Adaptability
  • Action Oriented

About the company

Desjardins logo

Desjardins

Banking

Desjardins Group is the leading cooperative financial group in Canada and the fifth largest cooperative financial group in the world with assets of $227 billion. It has been rated one of Canada’s top 100 employers by Mediacorp Canada. 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. The group has one of the highest capital ratios and credit ratings in the industry. It is considered as the fourth safest and strongest bank in North America according to Global Finance magazine and the first according to Bloomberg News.

Company details

Company typeXLarge
IndustryBanking
Company size10001

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Job description

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
Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability


Equity, Diversity, Inclusion and Accessibility

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!

Trade Union (If applicable)

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

Job Family

Member/client sales and service (FG)

Unposting Date

2026-10-28

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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