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Desjardins
Desjardins
BankingFinanceInsurance
Desjardins is a North American financial cooperative serving individuals, businesses, and communities across Canada. Its offerings span personal and business banking, credit cards, mortgages, loans, savings and investments, and auto and home insurance. The organization combines financial and insurance services with a cooperative model that gives members a role in decision-making, while emphasizing responsible investment, local economic support, community involvement, and youth development.
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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.

CACanadaHybridFull-timeJuniorMiddleEnglish RequiredFrench RequiredFinancial Planning and Analysis

Description

  • 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.

Requirements

  • 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.

Benefits

  • 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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