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Financial Services Agent, Clientele
Desjardins. Work closely with advisors and provide personalized support to members and clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing personalized support to clients and advisors, ensuring satisfaction and service quality while effectively managing business relationships and sales development initiatives. Proficient in recommending tailored solutions based on client needs and maintaining effective communication.
Highest-signal resume keywords
Client Relationship ManagementBusiness Development SupportCustomer Service ExcellenceEffective CommunicationFrench Language Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment SolutionsFinancing SolutionsProtection SolutionsRoutine Transaction OffersSales Development Initiatives
Soft Skills
Interpersonal SavvySituational Adaptability
Certifications & Qualifications
Attestation of Collegial StudiesValid Driver's Licence
Industry Keywords
Member SatisfactionClient Needs AssessmentBusiness RelationshipsService Quality Standards
About the role
Key responsibilities & impact- Work closely with advisors and provide personalized support to members and clients
- Help advisors deliver services and maintain business relationships
- Take charge of members’ and clients’ immediate needs by offering solutions related to investment, financing and protection
- Ensure member/client satisfaction and service quality according to organizational standards and procedures
- Provide business development support
- Assist members and clients and provide excellent customer service
- Create offers for routine transactions
- Help sell products and services based on member and client needs and current strategies and practices
- Handle client requests, perform tasks and research, and recommend appropriate solutions
- Help colleagues manage their agendas and emails
- Recommend solutions that meet members’ and clients’ needs and expectations
- Help members and clients choose and use tools and channels based on their desired independence and automation
- Seize business opportunities and participate in sales development initiatives
Requirements
What you’ll need- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Available for travel in the Montérégie region, up to 60 km from your place of residence
- Must have a valid driver's licence
- Communicates effectively
- Interpersonal Savvy
- Situational adaptability
Benefits
Comp & perks- 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