Job Description

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 Level NV-07

As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple distribution channels based on member/client needs and current strategies and practices.

You help build and maintain business relationships with members and clients. You drive results by reviewing complex requests and helping promote and sell products and services based on client needs and your unit's business objectives and strategies.

You ensure member/client satisfaction and service quality in accordance with the organization's standards and procedures.

You work with clients who have development potential for your sector. You analyze member/client needs and help develop and implement personalized solutions. Interpersonal savvy is therefore essential.

General Information on the Position

The Caisse Desjardins des Transports is the only provincial financial institution focused exclusively on serving passenger and freight transportation workers and companies.

Proud of its team of nearly 55 employees in four locations, the caisse offers a pleasant working environment where you'll be part of a team that spares no effort to offer quality services and be its members' #1 choice.

The caisse also prioritizes employee wellness by being responsive to individual needs, with the creation, in particular, of a public transportation and carpooling program. It leverages talent development to promote internal mobility and relies on active employee engagement and participation to meet business challenges head on.

A strong believer in modern, innovative business solutions, it keeps a constant eye on the latest communication technologies. The caisse is proud to be actively involved in its community, with a number of innovative and socially responsible projects to its credit, including honey production thanks to the installation of a rooftop beehive at its head office. The caisse has also been a keen Rechaud-Bus partner for many years.

The caisse serves over 18,600 members with a business volume of $1.8 billion. Its market is recognized for its bilingual clientele and strong business development potential.

Main Responsibilities

Establish an advisory relationship by identifying current and potential needs and supporting client retention

Advise partners, practitioners, members and clients on products, services and solutions and ensure their satisfaction

Analyze and meet technically complex client needs, handle requests and follow up as needed

Collect, compile and analyze data. Prepare reports and recommendations

Stay on top of the latest standards, products and services in your field.

Other working conditions

Workplace : The work arrangement for the position is hybrid work #LI-Hybrid

Number of jobs available : 2

Qualifications

Bachelor's degree in a related field

A minimum of 1 year of relevant experience

Please note that other combinaisons of qualifications and relevant experience may be considered

For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

Independent speaker, intermediate knowledge of English

Desjardins Cross-sector skills Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job Drive results, Interpersonal Savvy

Work Location Caisse Desjardins des Transports

Trade Union Non Syndique

Unposting Date 2022-09-30

Job Family Member/client sales and service (FG)

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.