Become a key service provider at Desjardins as a Personal Advisor, helping members and clients while building lasting relationships. You'll provide tailored solutions and promote specialized products to meet unique needs.
This role requires at least two years of experience and a college diploma in a related field. Your interpersonal savvy will be vital as you analyze member needs, ensuring client satisfaction and service quality. You will collect and analyze data to prepare reports and support decision-making while staying updated on industry standards and products.
Key Responsibilities:
• Establish relationships to identify client needs and retention strategies
• Advise on products and services to enhance satisfaction
• Collect data, prepare reports, and offer recommendations
• Promote integrated service offers tailored to client demands
• Follow up on special requests and ensure client engagement
Requirements:
• College diploma in a relevant field
• Mini...