Member/client services agent, Member/client sales and service

The work mode arrangement for the position is full-time on site.

As a member/client service agent, Sales, you help solicit and develop and maintain business relationships with members and clients. You provide customer service and help sell products and services through multiple distribution channels based on member/client needs. You assist members and clients and help maintain business relationships. You carry out sales, sales support and client relations activities for specific products and services or in response to information requests in accordance with current practices, tailoring your approach as needed. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. More specifically, you will be required to:

• Assist members and clients, listen to their needs and propose personalized solutions
• Help members/clients choose and get the most of their tools and channels based on how much independence and automation they want
• Close sales, process transactions and follow up as needed. Ensure member and client satisfaction
• Take phone calls and handle information requests. Conduct research as needed and suggest personalized solutions
• Seize business opportunities and help increase sales through solicitation

What we offer*

• 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

* Benefits apply based on eligibility criteria.

What you bring to the table

• Trade school diploma in a related field
• A minimum of two years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required

Drive results, Situational adaptability

Trade Union (If applicable)

FCDQ-MTL-SEPB 575 Garde de valeurs-Gestion privée (00008) (2015-01-01 - )

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. 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. Just ask!

Job Family

Member/client sales and service (FG)

Unposting Date

2025-03-27