Relationship Manager

Relationship Manager focuses on schedule appointments, identify customer needs, and market appropriate products and services.

What the role involves

• Schedule appointments, identify customer needs, and market appropriate products and services.
• Drive to the bank to make deposits.
• Provide prompt, accurate, and friendly customer service. Specifically focused on all billing items. As a relationship Manager, you will need to manage all billing concerns, collect.
• Work with the agent to establish and meet marketing goals.
• Assisting with thank you cards.
• Assisting with various seasonal promotions, events, webinars.

Skills and requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
• Successful track record of meeting sales goals/quotas preferred.
• Ability to make presentations to potential customers.
• A eager and smart person wanting to make this Agency a better place.

Confirmed role details

• Type: Full Time.
• A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Relationship Manager - Desjardins Agent Team Member.
• We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.