Advisor

Desjardins • Montreal, QC

6d

About The Position

As a member/client service advisor, Sales, you help maintain business relationships with members and clients. You carry out the necessary actions to help prevent different types of fraud and minimize financial losses. You analyze various information and communicate with customers to verify the validity and the nature of the transactions. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential.

Requirements

• College diploma in a related field
• A minimum of one year of relevant experience
• Knowledge of French is required
• Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
• Action oriented, Communicates effectively, Complexity, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy

Nice To Haves

• Other combinations of qualifications and relevant experience may be considered

Responsibilities

• Analyze and interpret the type and nature of suspicious transactions and 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 for improvement.

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: Entry Level
• Education Level: Associate degree