Amos Qc Customer service representative Jobs – 2 Openings This Week

Client Financial Services Agent, Business
Desjardins —Amos, QC
- Full-time
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- Customer service
- Business development
- Data entry
14d
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- Salesforce
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- Microsoft Office
- Work from home
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Client Financial Services Agent, Business

Desjardins -
Amos, QC

Apply Now

Job details

Full-time
14 days ago

Qualifications

French
Sales support
Outbound sales
Finance
Case file maintenance
Customer service
Financial reporting
ACS
Filing
Client relationship development
Business development
Sales orientation
Customer service orientation
Data entry
Financial services
Outbound calling
Client consultation
Client interaction

Full job description

The incumbent works in close collaboration with account managers to maintain business relationships with members and clients by carrying out sales support activities. More specifically, you will be required to:

Complete documentation following appointments with members and clients by meeting with them to obtain signatures, answering questions related to operations, opening accounts and presenting and closing sales of products and services (e.g., the Business Freedom Solutions plan). Direct and assist members and clients in using the above.
Help prioritize weekly activities for account managers and plan upcoming follow-ups and solicitation activities.
As needed, contact members and clients to confirm planned transactions. Make courtesy calls upon request by the account managers.
Help prepare and deliver presentations targeted at members and clients and follow up on them as needed.
Contribute to business development by participating in a variety of solicitation activities.
Use contacts with members and clients to build strong business relationships. Listen carefully to their needs to ensure full satisfaction and make the most of sales opportunities, and keep files up-to-date.
Ensure files are complete and in compliance with all applicable deadlines and standards for quality.
Respect all policies, practices and standards in effect for conducting transactions and operations securely.

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.

#LI-Hybrid

What you bring to the table

Attestation of Collegial Studies
A minimum of three years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required

Ability to create financial statements
Knowledge of products and services for businesses and those offered by caisses, components and Desjardins distribution networks and those of the competition
Ability to enter financial data in the systems
Knowledge of financing and credit management practices related to businesses
Familiarity with compliance requirements for regulations on the distribution of financial products and services
Understanding of the philosophy and inner workings of a financial services cooperative
Knowledge of the procedures associated with opening accounts and selling complementary products and services
Knowledge of the Desjardins business processes
Knowledge of service standards

Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

Equity, Diversity, Inclusion and Accessibility

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!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-09-4

Apply Now

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