Desjardins
Desjardins
Desjardins एक उत्तर अमेरिकी वित्तीय सहकारी संस्था है, जो पूरे कनाडा में व्यक्तियों, व्यवसायों और समुदायों को सेवाएँ प्रदान करती है। इसकी सेवाओं में व्यक्तिगत और व्यावसायिक बैंकिंग, क्रेडिट कार्ड, मॉर्गेज, ऋण, बचत और निवेश, तथा वाहन और गृह बीमा शामिल हैं। यह संस्था वित्तीय और बीमा सेवाओं को ऐसे सहकारी मॉडल के साथ जोड़ती है, जिसमें सदस्यों को निर्णय लेने में भूमिका मिलती है। साथ ही, यह जिम्मेदार निवेश, स्थानीय अर्थव्यवस्था के समर्थन, सामुदायिक सहभागिता और युवाओं के विकास पर जोर देती है।

Business Financial Services Agent

Support Desjardins business members and account managers with banking operations, term loan renewals, portfolio administration, and business development in a hybrid role in Canada.

विवरण

  • Support business members and clients with tailored financial services.
  • Assist account managers with business development.
  • Help account managers deliver services and sustain client relationships.
  • Handle members’ and clients’ routine requests and urgent needs.
  • Recommend suitable products and services while delivering attentive customer care.
  • Provide specialized help with operational banking issues to support lasting business relationships.
  • Coordinate the technical steps of annual term loan reviews and renewals.
  • Analyze funding costs and recommend corresponding rates.
  • Organize weekly priorities, follow-ups, and outreach activities.
  • Collect required documents and signatures, answer operational queries, and open accounts.
  • Support portfolio administration by keeping files complete and meeting quality and deadline requirements.
  • Take part in outreach to help develop business.
  • Protect transactions and operations by following applicable policies, procedures, and standards.

आवश्यकताएँ

  • College diploma in a related discipline.
  • At least two years of relevant experience.
  • Equivalent combinations of education and relevant experience may also be considered.
  • French proficiency is required.

लाभ

  • Competitive pay and an annual bonus.
  • Four weeks of flexible vacation beginning in the first year.
  • Defined benefit pension providing predictable retirement income.
  • Group insurance that includes telemedicine.
  • Reimbursement for health and wellness costs and telework equipment.

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