Client Financial Services Agent, Business

Desjardins; Canada; Hybride; CAD 52 000 - 78 000; Plein temps

Avantages offerts par ce poste

Salary bonus

4 weeks vacation

Defined benefit pension

Group insurance with telemedicine

Health & wellness reimbursement

Telework equipment

Résumé du poste

Desjardins Group is seeking a client financial services agent to support business members and clients with personalized banking solutions. You will work with account managers to address operational challenges, pursue sales opportunities, and help with portfolio management while maintaining high service standards.

The role emphasizes accurate documentation, adherence to regulations, and contributing to business development through client engagement across Canada.

Qualifications

• College diploma in a related field.
• A minimum of two years of relevant experience.
• Knowledge of French is required.
• Other combinations of qualifications and relevant experience may be considered.
• Communicates effectively.
• Interpersonal Savvy.
• Situational adaptability.
• Equity, Diversity, Inclusion and Accessibility.

Responsabilités

• Help maintain business relationships with business members and clients by providing specialized support to address operational challenges related to their banking needs.
• Be attentive to their needs to ensure their full satisfaction, and act on sales opportunities.
• Oversee the technical side of the annual review and renewal processes for term loans to ensure proper records are kept, in accordance with the requirements of the Autorité des marchés financiers.
• Conduct analysis and make recommendations to account managers on rates that reflects the variable cost of funds.
• Help prioritize weekly activities for account managers and plan follow-ups and solicitation activities.
• Following meetings with members and clients, contact them to obtain the required documentation and/or signatures, answer questions related to operations and open accounts.
• Help account managers with portfolio management as needed to ensure that files are complete and comply with all applicable deadlines and quality standards.
• Contribute to business development by participating in a variety of solicitation activities.
• Ensure that transactions and operations are secure and comply with policies, practices and standards.

Connaissances

Customer service

Communication

Interpersonal savvy

Relationship management

Adaptability

Formation

College diploma in related field

Description du poste

As a client financial services agent, you work closely with account managers. You provide personalized support to business members and clients, and you assist with business development activities. You help account managers deliver services and maintain business relationships. You manage the day-to‑day and urgent needs of members and clients. You provide personalized products and services and excellent customer service, in accordance with action plans and the organization’s standards and procedures. The ability to drive results is therefore essential. You play an important role in supporting business development. You help account managers with portfolio management, and you help collect, process and analyze specific information for your field. You help solve problems and prepare recommendations, tailoring your approach as needed.

Responsibilities

• Help maintain business relationships with business members and clients by providing specialized support to address operational challenges related to their banking needs.
• Be attentive to their needs to ensure their full satisfaction, and act on sales opportunities.
• Oversee the technical side of the annual review and renewal processes for term loans to ensure proper records are kept, in accordance with the requirements of the Autorité des marchés financiers.
• Conduct analysis and make recommendations to account managers on rates that reflects the variable cost of funds.
• Help prioritize weekly activities for account managers and plan follow-ups and solicitation activities.
• Following meetings with members and clients, contact them to obtain the required documentation and/or signatures, answer questions related to operations and open accounts.
• Help account managers with portfolio management as needed to ensure that files are complete and comply with all applicable deadlines and quality standards.
• Contribute to business development by participating in a variety of solicitation activities.
• Ensure that transactions and operations are secure and comply with policies, practices and standards.

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.

What you bring to the table

• College diploma in a related field
• A minimum of two years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required
• Communicates effectively
• Interpersonal Savvy
• 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)

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.

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