Member Client Service – Agent

  • Full Time
  • Embrun


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 LevelNV-04As a member/client service agent, 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.General Information on the PositionCaisse Desjardins Ontario Credit Union Inc. serves 134,700 active members, primarily in the personal, commercial, real estate and agricultural sectors, from 49 branches with close to 740 employees. Its business volume exceeds $18.9 billion, with assets of more than $9.9 billion, including more than $5.2 billion in individual loans and more than $3.6 billion in business loans. The caisse’s balance sheet savings total is more than $6.9 billion.Main responsibilitiesAssist members and clients, listen to their needs, handle their requests and answer their questionsHelp 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 satisfactionTake phone calls, handle information requests and forward them to the right personSeize business opportunities and help increase sales through solicitation.Other working conditionsSchedule : 7-10h/week. Evenings and Saturdays.Workplace : The work arrangement for the position is full-time on-site work #LI-OnsiteTravel : 25%Temporary work: scheduled to end on may 10, 2026Other relevant information: Ideal position for college or university students with a part-time schedule during school periods and the possibility of more hours during the summer.Number of jobs available : 2QualificationsTrade school diploma in a related fieldA minimum of 1 year of relevant experiencePlease note that other combinaisons of qualifications and relevant experience may be consideredFor vacant positions available in Ontario, please note that knowledge of French is requiredSpecific knowledgeStrong communication skills in both French and English, both oral and writtenDesjardins Cross-sector skillsAction oriented, Customer Focus, Differences, Nimble learningKey competencies for the jobCommunicates effectively, Interpersonal Savvy, Situational adaptabilityWork LocationCaisse Desjardins Ontario_Cornwall (MT)Trade UnionNon SyndiquéUnposting Date2022-08-28Job FamilyMember/client sales and service (FG)Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.