Operations Support Specialist - Member Services

Relevance

L'Isle-Verte

On-site

CAD 48,000 - 62,000

Full time

7 days ago
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Benefits offered by this job

Competitive salary and annual bonus
4 weeks of flexible vacation starting
Defined benefit pension plan

Job summary

Desjardins is seeking an on-site administrator to support caisse products and services through data entry, report reconciliation, and coordination with multiple Desjardins components. The role emphasizes accuracy, timely processing, and customer-focused service for members.

Two years of relevant experience, knowledge of French, and understanding of financial services are required. A defined benefits pension and group insurance are highlighted in the offer.

Qualifications

  • 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

Responsibilities

  • 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).
  • Input, validate, and save various data in the system.
  • Carry out liaison activities with relevant Desjardins components. 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.

Skills

French language
Product knowledge
Data integration knowledge
Security awareness
Cooperative mindset

Education

High school diploma in a related field

Job description

Desjardins is seeking an on-site administrator to support caisse products and services through data entry, report reconciliation, and coordination with multiple Desjardins components. The role emphasizes accuracy, timely processing, and customer-focused service for members.

Two years of relevant experience, knowledge of French, and understanding of financial services are required. A defined benefits pension and group insurance are highlighted in the offer.

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