Operations Support Agent

Relevance; Montreal; Hybrid; CAD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks flexible vacation starting in

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expense reimburse"

Job summary

Desjardins in Montreal is seeking an administrative professional to carry out a variety of operational tasks related to caisse products and services. The role includes data validation, report reconciliation, and liaison with multiple Desjardins components to ensure accurate and timely processing.

You will handle calls from the AccèsD Contact Centre, propose sustainable solutions to members, and maintain strict adherence to security and quality standards.

Qualifications

• Ability to handle customer inquiries and maintain data accuracy.
• Experience with data entry and document management.
• Knowledge of French required; bilingual capabilities are a plus.

Responsibilities

• Process and reconcile reports for caisse sectors and perform follow-up with members and customers.
• Input, validate, and save data in the system.
• Coordinate liaison activities with Desjardins components and process notices and follow-up.
• Perform search requests and organize information per procedures.
• Carry out filing and document management including purging and storage.
• Take transactional and informational calls from the AccèsD Contact Centre and propose solutions.
• Ensure timely completion of activities with adherence to quality standards.
• Maintain security of transactions and operations per policies.

Skills

Customer service

Data entry

Phone support

French language

Collaboration

Education

High school diploma or equivalent

Job description

The incumbent carries out various operational activities related to processes associated with caisse products and services. He or she carries out supplemental transactions resulting from the transfer of activities to the various affected Desjardins components. More specifically, you will be required to:

• Process and reconcile various reports and requests for all caisse sectors (e.g. Shared Services Centre reports, clearing, direct deposits and withdrawals, adjustments and monitoring of authorized transits, overdrawn accounts, inactive accounts, dividends, out-of-balance Trust, guarantee agendas, transactions related to collection items and discharges). As needed, perform required follow-up activities with members and customers.
• Input, validate, and save various data in the system.
• Carry out liaison activities with relevant Desjardins components (e.g. Shared Services Centre, AccèsD Contact Centre, Business Centre, Student Service Centre). Process transaction notices and carry out ensuing activities and follow-up with members and customers, in accordance with established procedures.
• Perform search requests; organize and produce requested information in accordance with established procedures.
• Carry out filing and document management activities including purging and storage, in accordance with current practices and regulations.
• As required, take transactional, convenience and informational calls from the AccèsD Contact Centre. Propose customized and sustainable solutions and ensure the satisfaction of members and customers.
• Ensure that activities are completed in a timely fashion and in accordance with prescribed quality standards.
• Maintain the security of transactions and operations in accordance with current 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.

#LI-Hybrid

What you bring to the table

• High school diplomas 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

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

Administration (FG)