Sales & Service Representative (Universal Banker)
First Citizens Bank
- Houston, BC
- On-site
- Added Sep 20, 2026
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You will lead strategic sales and service initiatives while maintaining key business relationships to drive organizational profitability. Additionally, you will analyze complex business opportunities and develop tailored solutions to ensure client retention and satisfaction.
As a senior sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple distribution channels based on member/client needs and current strategies and practices. You lead and influence clients and practitioners on sales and service development projects, initiatives and activities that significantly impact the entire organization. You take a strategic mindset to boost the organization’s development and profitability while retaining clients and stakeholders and ensuring their satisfaction. You draw on your networking skills and interpersonal savvy to develop and maintain business partnerships with prestige and key clients who have complex, diverse needs. Your highly complex, strategic initiatives require extensive knowledge of sales and service. You analyze highly complex problems and develop and implement personalized solutions tailored to client needs. You serve as expert for your unit, members and clients and represent your unit before senior management committees and decision-making bodies. You represent Desjardins and enter the organization into important agreements with clients. You have considerable leeway and many opportunities to establish and negotiate product and service terms. More specifically, you will be required to : Advise practitioners and help evaluate business and partnership opportunities to boost the organization’s development and profitability Help members, clients and stakeholders position, plan, develop, execute and monitor strategic initiatives See to member, client and stakeholder development, retention and satisfaction. Develop retention tactics and strategies Monitor the industry to understand and anticipate trends in your specialty area and make recommendations. 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 Bachelor's degree in a related field A minimum of eight years of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Strong communication skills in both French and English, both oral and written 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, Customer Focus, Differences, Interpersonal Savvy, Networks, Nimble learning, Strategic mindset 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 2026-10-9
You will lead strategic sales and service initiatives while maintaining key business relationships to drive organizational profitability. Additionally, you will analyze complex business opportunities and develop tailored solutions to ensure client retention and satisfaction.
The role requires a bachelor's degree in a related field and a minimum of eight years of relevant experience. Candidates must possess strong communication skills in both English and French and demonstrate a strategic mindset.
• Competitive salary • Annual bonus • Flexible vacation • Defined benefit pension plan • Group insurance • Telemedicine • Health and wellness expense reimbursement • Telework equipment
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