Customer-Oriented Financial Services Agent, Chambly

Become a part of Desjardins as a Customer Financial Services Agent, focusing on personalized client support and rapid financial solutions. Your role emphasizes effective communication and meeting client needs in investments and financing.

This position requires relevant experience and adaptability to provide tailored advice to members and clients. You will assist advisors while also identifying new business opportunities and solutions in line with Desjardins’ standards, ensuring service excellence and satisfaction.

Key Responsibilities:• Manage client requests and recommend solutions • Aid colleagues in email and agenda management • Evaluate and respond to client needs with appropriate tools • Capture business opportunities and engage in sales initiatives • Provide support for routine financial transactions

Requirements:• Attestation of Collegial Studies is required • Minimum three years of relevant financial services experience • Proficiency in French is essential • Availability to travel within a 60 km radius • Must possess a valid driver’s license

Deliver exceptional customer service and foster client relationships through your expertise with Desjardins. #J-18808-Ljbffr