Advisor, Member/client sales and service

As a member/client service advisor – sales, you help maintain business relationships with members and clients. You handle complex insolvency files to maximize account recovery and minimize bad debt losses. You negotiate with internal and external partners and practitioners up to your discretionary limit in accordance with current practices. You help maintain business relationships with your clients. You drive results by analyzing delinquent accounts, trying to identify businesses at risk of financial difficulty and preventing potential bad debt losses. You balance sound and prudent risk management, profitability and member/client satisfaction. You analyze members and clients financial positions and help develop and implement personalized solutions. You advise and assist members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with current standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to :

• Identify and implement intervention measures to maximize the recovery of overdue accounts and minimize bad debt losses. Set goals and advise members and clients on the best solutions and strategies. 
• Conduct comprehensive analysis of members and clients financial positions using relevant documents and tools. Identify recovery options.
• Collect, compile and analyze data. Prepare reports and recommendations.
• Establish an advisory relationship by identifying current and potential needs and supporting client retention.
• Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.

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

• General college diploma in a related field
• A minimum of three years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required

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)

Job Family

Unposting Date