Operations Support Agent

Desjardins; Montreal West; On-site; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive salary & annual bonus

4 weeks flexible vacation

Defined benefit pension

Group insurance incl. telemedicine

Health & wellness stipend

Telework equipment

Job summary

Desjardins is seeking a temporary on-site associate for a 7-month engagement to handle caisse-related processes and transactions. You will input and validate data, liaise with various Desjardins components, and ensure high-quality, secure operations for members and customers.

The role requires at least two years of relevant experience, a high school diploma, and proficiency in French. The position offers a competitive salary with annual bonus, comprehensive benefits, and telework equipment

Qualifications

• High school diploma in a related field.
• Minimum of two years of relevant experience.
• Other combinations of qualifications and relevant experience may be considered.
• Knowledge of French is required.
• Knowledge of Desjardins products and services and related networks.
• Knowledge of integrating data into systems.
• Knowledge of security measures, legal framework and internal controls.
• Understanding of the philosophy and fundamentals of financial services cooperatives.
• Knowledge of operating procedures related to convenience products and services, automated and assisted transactions and administrative activities.
• Knowledge of service standards.

Responsibilities

• Process and reconcile reports and requests for caisse sectors and perform follow-up with members and customers.
• Input, validate, and save data in the system.
• Coordinate with Desjardins components (Shared Services Centre, AccèsD Contact Centre, Business Centre, Student Service Centre).
• Execute search requests and organize information per procedures.
• Handle filing and document management, including purging and storage.
• Answer calls from AccèsD Contact Centre and propose solutions to members and customers.
• Ensure timely completion and adherence to quality standards.
• Maintain transaction and operations security per policies and standards.

Skills

Action oriented

Customer focus

Differences

Drive results

Nimble learning

Situational adaptability

Education

High school diploma

Job description

Temporary position for 7 months

The work mode arrangement for the position is full-time on site.

Required 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.

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
• Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors
• Knowledge of integrating data into systems
• Knowledge of security measures, legal framework and internal controls
• Understanding of the philosophy and fundamentals of financial services cooperatives
• Knowledge of operating procedures related to convenience products and services, automated and assisted transactions and administrative activities
• Knowledge of service standards

• 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)

CAISSE SAULT-AU-RÉCOLLET (30513 / Conv_Col_00133) (2020-01-01 - )

Job Family

Administration (FG)

Unposting Date

2026-08-20