Client Financial Services Specialist — Relationship & Growth

Desjardins Group; 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

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.