Financial Services Agent, Clientele, Business

Desjardins; Victoriaville; Sur place; CAD 52 000 - 76 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expenses reimburs.

Telework equipment

Eligibility-based benefits

Résumé du poste

Desjardins is seeking a detail-oriented professional to prepare documentation for member and client meetings, enter data, and update financial statements and profiles. The role includes profitability analyses and identifying sales opportunities for account managers.

The candidate will verify and record various transactions, monitor line of credit coverage, and ensure files are complete and compliant with deadlines and standards. Knowledge of French and financing practices is required.

Qualifications

• Knowledge of French is required.
• Ability to compile financial statements.
• Knowledge of loan and guarantee contracts.
• Ability to enter financial data in the systems.
• Knowledge of financing and credit management practices.
• 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.

Responsabilités

• Prepare documentation for member and client meetings, including entering data, updating member financial statements and profiles, performing profitability analyses and taking note of sales opportunities for the account managers.
• Follow instructions by the tool: add, verify and record activity and transactions (e.g., payouts, renewals, financing offers and changes, loan contracts, guarantee forms, notary and discharge documentation).
• Finalize documents after meetings by updating information in files and noting follow-ups and updates to financial statements.
• Perform tasks related to line of credit monitoring and update the system with necessary coverages and changes.
• Process files and reports as needed, including loan and guarantee follow-ups; perform filing and archiving per rules.
• Contact members/clients to obtain missing signatures or documents and ensure deadlines are met.

Connaissances

French language

Financial statements

Loan contracts knowledge

Data entry

Credit management understanding

Compliance awareness

Communication skills

Adaptability

Formation

Attestation of Collegial Studies

Description du poste

Required

• Prepare documentation for member and client meetings, including entering data, updating member financial statements and profiles, performing profitability analyses and taking note of sales opportunities for the account managers.
• Follow the instructions given by the tool. Add, verify and record activity and transactions (e.g., payouts, renewals, financing offers and changes, loan contracts, guarantee forms, notary and discharge documentation, register of personal and movable real rights registration).
• Finalize documents following member and client meetings by updating information in their files, taking note of follow-ups and updating their financial statements.
• Perform tasks related to line of credit monitoring, such as conducting a preliminary analyses to determine necessary coverages and adding changes and updates to the system as required.
• Process files and reports as needed (e.g., loan and guarantee follow-ups). Perform document filing and management tasks, including purging and archiving, according to practices and rules in effect.
• Contact members and clients as needed to follow up on missing documents or documents requiring signatures.
• 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.

Required

• Prepare documentation for member and client meetings, including entering data, updating member financial statements and profiles, performing profitability analyses and taking note of sales opportunities for the account managers.
• Follow the instructions given by the tool. Add, verify and record activity and transactions (e.g., payouts, renewals, financing offers and changes, loan contracts, guarantee forms, notary and discharge documentation, register of personal and movable real rights registration).
• Finalize documents following member and client meetings by updating information in their files, taking note of follow-ups and updating their financial statements.
• Perform tasks related to line of credit monitoring, such as conducting a preliminary analyses to determine necessary coverages and adding changes and updates to the system as required.
• Process files and reports as needed (e.g., loan and guarantee follow-ups). Perform document filing and management tasks, including purging and archiving, according to practices and rules in effect.
• Contact members and clients as needed to follow up on missing documents or documents requiring signatures.
• 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 two years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required
• Ability to compile financial statements
• Knowledge of loan and guarantee contracts
• 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 operational procedures related to financing and sales support activities
• Knowledge of service standards.

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)

Job Family

Member/client sales and service (FG)