(Work place: 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.
NV-06As a member/client service advisor – sales, you help maintain business relationships with members and clients. You investigate fraud cases of a special, unusual and risky nature for the organization and take the necessary actions. You analyze various information and communicate with customers or different external stakeholders in the course of the investigation. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential.
General Information on the Position
Analyze and investigate particular, unusual and risky cases for the organization. Take the necessary actions to avoid monetary losses.
Advise members and customers who are victims of fraud on how to avoid potential monetary losses.
Establish an advisory relationship by identifying current and potential needs and supporting client retention.
Collect, compile and analyze data. Prepare reports and recommendations.
Help identify your unit’s operational risks and opportunities
Other working condition
Number of jobs available: 10
College diploma in a related field
A minimum of 2 years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
For vacant positions available in Quebec, please note that knowledge of French is required
Proficient speaker, advanced knowledge of English
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
450, boul. de Maisonneuve Ouest, Montréal
Member/client sales and service (FG)