The incumbent works in close collaboration with account managers to maintain business relationships with members and clients by carrying out sales support activities. Complete documentation following appointments with members and clients by meeting with them to obtain signatures, answering questions related to operations, opening accounts and presenting and closing sales of products and services (e.g., the Business Freedom Solutions plan). Direct and assist members and clients in using the above.
Help prioritize weekly activities for account managers and plan upcoming follow-ups and solicitation activities. Make courtesy calls upon request by the account managers. Help prepare and deliver presentations targeted at members and clients and follow up on them as needed.
Contribute to business development by participating in a variety of solicitation activities. Use contacts with members and clients to build strong business relationships. Ensure files are complete and in compliance with all applicable deadlines and standards for quality.
Respect all policies, practices and standards in effect for conducting transactions and operations securely. Competitive salary and annual bonus ~4 weeks of flexible vacation starting in the first year ~ Defined benefit pension plan that provides predictable,
secure income throughout retirement ~ Reimbursement of health and wellness expenses and telework equipment ~ Knowledge of French is required Knowledge of products and services for businesses and those offered by caisses, components and Desjardins distribution networks and those of the competition Ability to enter financial data in the systems Knowledge of financing and credit management practices related to businesses Familiarity with compliance requirements for regulations on the distribution of financial products and services Understanding of the philosophy and inner workings of a financial services cooperative Knowledge of the procedures associated with opening accounts and selling complementary products and services Knowledge of the Desjardins business processes Knowledge of service standards Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability Equity, Diversity, Inclusion and Accessibility At Desjardins, we believe in equity, diversity and inclusion. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Member/client sales and service (FG) #