Complete documentation following appointments with members and clients by meeting with them to obtain signatures
Answer questions related to operations
Open accounts and present and close sales of products and services (e.g., the Business Freedom Solutions plan)
Direct and assist members and clients in using the above
Help prioritize weekly activities for account managers and plan upcoming follow-ups and solicitation activities
Contact members and clients to confirm planned transactions
Make courtesy calls upon request by the account managers
Help prepare and deliver presentations targeted at members and clients and follow up on them as needed
Contribute to business development by participating in a variety of solicitation activities
Use contacts with members and clients to build strong business relationships
Listen carefully to their needs to ensure full satisfaction and make the most of sales opportunities
Keep files up-to-date
Ensure files are complete and in compliance with all applicable deadlines and standards for quality
Respect all policies, practices and standards in effect for conducting transactions and operations securely

Attestation of Collegial Studies
A minimum of three years of relevant experience
Knowledge of French is required
Ability to create financial statements
Knowledge of products and services for businesses and those offered by caisses, components and Desjardins distribution networks and those of the competition
Ability to enter financial data in the systems
Knowledge of financing and credit management practices related to businesses
Familiarity with compliance requirements for regulations on the distribution of financial products and services
Understanding of the philosophy and inner workings of a financial services cooperative
Knowledge of the procedures associated with opening accounts and selling complementary products and services, including those associated with Accord D financing
Knowledge of the Desjardins business processes
Knowledge of service standards
Action oriented
Communicates effectively
Customer Focus
Differences
Interpersonal Savvy
Nimble learning
Situational adaptability

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

Financial Services Agent – Clientele Business

Key skills