Overview

The incumbent at the Desjardins Ontario Credit Union is responsible for prospecting, soliciting, developing, and maintaining business relationships with small organizations in the commercial sector. The goal is to promote and sell products and services to grow the centre’s business while balancing sales objectives, risk management, portfolio profitability, and client satisfaction.

Responsibilities

• Initiate, develop, and maintain personalized business relationships with current and potential clients to promote and sell Desjardins products and services.
• Act as an account manager, serving as a key intermediary between the business centre, members, and clients.
• Ensure proper usage, updating, and satisfaction with the products and services offered.
• Analyze sources of dissatisfaction and recommend potential solutions.
• Identify and analyze member and client needs, develop personalized solutions, and prepare integ...