Account Manager – Mortgage Broker Network

November 05, 2019

(Work place: Lévis, Montréal)

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.

Job Level

NV-09In this position, you will have responsibilities related to management, procurement, solicitation, development, and maintenance of business relationships with members and clients. You will use the strategies and practices in place to deliver service in line with client needs.You develop and maintain business relationships with important clients. You drive results by promoting and selling products and services in accordance with your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction.You work with clients with complex and diverse needs and significant development potential for your sector. You analyze member/client needs, develop and implement personalized solutions, and present integrated service offers. Your complex work and initiatives require extensive knowledge of your line of business.You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into important agreements with clients. You also have many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential.You will work with mortgage brokers in Quebec.

Main Responsibilities

  • Set goals and advise members and clients on the best solutions and strategies
  • Collect, compile and analyze data. Prepare reports and recommendations
  • Oversee portfolios. Assess customer satisfaction and service quality, follow up, and make improvements as needed
  • Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.

Other working conditions

  • Work place : home office
  • Travel : 90% of the time
  • Number of job available : 1

Qualifications

  • Bachelor’s degree in a related field
  • A minimum of four years of relevant experience

Please note that other combinaisons of qualifications and relevant experience may be considered

  • For vacant positions available in Quebec, please note that knowledge of French is required

Desjardins Cross-sector skills

Accountability, Collaborates, Customer Focus, Innovation

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

7755, boul. Louis-H.-Lafontaine Anjou

Trade Union

FCDQ-MTL-TP CSD

Unposting Date

2019-11-13

Job Family

Member/client sales and service (FG)

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