Advisor, Member/client sales and service

September 15, 2021

(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.

Job Level

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

Main responsabilities

  • 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

Qualifications

  • 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

Specific knowledge

  • Proficient speaker, advanced knowledge of English

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Interpersonal Savvy

Work Location

450, boul. de Maisonneuve Ouest, Montréal

Trade Union

FCDQ-MTL-TUAC SCD

Unposting Date

2021-09-28

Job Family

Member/client sales and service (FG)

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