Work in close collaboration with account managers to maintain business relationships with members and clients
Complete documentation following appointments with members and clients
Direct and assist members and clients in using the above
Help prioritize weekly activities for account managers
Make courtesy calls upon request by the account managers
Help prepare and deliver presentations targeted at members and clients
Contribute to business development by participating in a variety of solicitation activities
Use contacts with members and clients to build strong business relationships
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
Knowledge of financing and credit management practices related to businesses
Familiarity with compliance requirements for regulations on the distribution of financial products and services
Knowledge of the procedures associated with opening accounts and selling complementary products and services
Knowledge of the Desjardins business processes
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