Client Financial Services Agent Business

Caisse Desjardins Ontario Credit Union Inc.; Toronto; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary & annual bonus

4 weeks of vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and telework设备

Benefits based on eligibility

Job summary

Desjardins in Toronto is seeking a client financial services agent to support business members and clients with personalized banking solutions. You will work closely with account managers to deliver services, manage day-to-day needs, and drive business development while ensuring adherence to standards and procedures.

The role emphasizes customer service excellence, relationship management, and proactive problem-solving to balance client needs with organizational goals.

Qualifications

• Action oriented, customer-focused approach to service.
• Experience providing specialized banking support and addressing operational challenges.

Responsibilities

• Maintain business relationships with business members and clients by providing specialized support for banking needs.
• Act on sales opportunities to drive account growth.
• Oversee annual review and renewal processes for term loans per regulatory requirements.
• Analyze rates reflecting the variable cost of funds and advise managers on pricing.
• Coordinate documentation and signatures after meetings and answer operational questions.
• Assist with portfolio management to ensure files are complete and deadlines met.
• Support business development through various solicitation activities.
• Ensure transactions comply with policies and security standards.

Skills

Action oriented

Customer Focus

Drive results

Nimble learning

Situational adaptability

Sales opportunities awareness

Education

College diploma in a related field

Job description

As a client financial services agent to Toronto Branch, 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.

More specifically, you will be required to: 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

Action oriented, Customer Focus, Differences, Drive results, 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!

Trade Union (If applicable)

Job Family Member/client sales and service (FG)

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.