Client Financial Services Agent Business

Desjardins; Drummondville; Hybrid; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness (

Telework equipment

Job summary

Desjardins in Drummondville seeks an experienced sales support specialist to maintain strong member and client relationships. The role collaborates with account managers to complete documentation, open accounts, present and close sales, and deliver client-focused solutions.

You will help prioritize activities and participate in business development while ensuring quality and regulatory compliance. Ideal candidates have at least three years of relevant experience, strong French language skills,

Qualifications

• Minimum of three years of relevant experience.
• Knowledge of French is required.
• Ability to create financial statements.
• Knowledge of financing and credit management practices for businesses.
• Familiarity with compliance requirements for financial product distribution.
• Knowledge of opening accounts and selling complementary products and services.

Responsibilities

• Complete documentation after appointments with members and clients, obtain signatures, and explain operations.
• Assist members and clients in using products and services and close sales opportunities.
• Prioritize weekly activities for account managers and plan follow-ups.
• Contact members to confirm planned transactions and perform courtesy calls as needed.
• Prepare and deliver presentations to members and clients, and follow up.
• Support business development through various solicitation activities.
• Maintain up-to-date files and ensure compliance with deadlines and quality standards.
• Adhere to all policies and security standards for transactions and operations.

Skills

Sales support

Customer focus

Communication skills

French language

Account opening procedures

Education

Attestation of Collegial Studies

Job description

Required

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.

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!

Job Family

Member/client sales and service (FG)