Advisor, Member/client sales and service

Desjardins • Montreal, QC

2d • Remote

About The Position

Temporary position for 6 months. As a member/client service advisor – sales, you help maintain business relationships with members and clients. You investigate fraud cases of a special, unusual and risky nature for the organization and take the necessary actions. You analyze various information and communicate with customers or different external stakeholders in the course of the investigation. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential. Analyze and investigate particular, unusual and risky cases for the organization. Take the necessary actions to avoid monetary losses. More specifically, you will be required to: Advise members and customers who are victims of fraud on how to avoid potential monetary losses. Establish an advisory relationship by identifying current and potential needs and supporting client retention. Collect, compile and analyze data. Prepare reports and recommendations. Help identify your unit’s operational risks and opportunities.

Requirements

• College diploma in a related field
• A minimum of two years of relevant experience
• Knowledge of French is required
• Interpersonal Savvy

Nice To Haves

• Other combinations of qualifications and relevant experience may be considered
• Trade Union (If applicable)
• FCDQ-MTL-TUAC SCD (2013-02-19 - )

Responsibilities

• Analyze and investigate particular, unusual and risky cases for the organization.
• Take the necessary actions to avoid monetary losses.
• Advise members and customers who are victims of fraud on how to avoid potential monetary losses.
• Establish an advisory relationship by identifying current and potential needs and supporting client retention.
• Collect, compile and analyze data.
• Prepare reports and recommendations.
• Help identify your unit’s operational risks and opportunities.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree