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Client Financial Services Agent
Desjardins. Work closely with account managers to maintain business relationships with members and clients through sales support activities .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business development and client relationship management, with a strong focus on sales support activities and compliance with financial regulations. Proficient in creating financial statements and knowledgeable about products and services in the financial sector.
Highest-signal resume keywords
Business DevelopmentClient Relationship ManagementFinancial Statement CreationKnowledge of Compliance RequirementsFluency in French
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Statement CreationData EntryKnowledge of Financing PracticesKnowledge of Products and ServicesAccount Opening Procedures
Soft Skills
Effective CommunicationCustomer FocusInterpersonal SavvyAction OrientedSituational Adaptability
Certifications & Qualifications
Attestation of Collegial Studies
Industry Keywords
Financial ServicesDesjardins Business ProcessesCompliance StandardsSales Support ActivitiesBusiness Relationship Management
About the role
Key responsibilities & impact- Work closely with account managers to maintain business relationships with members and clients through sales support activities
- Complete documentation following appointments, obtain signatures, answer operational questions, open accounts, and present and close sales of products and services
- Direct and assist members and clients in using products and services
- Help prioritize weekly activities for account managers and plan follow-ups and solicitation activities
- Contact members and clients to confirm planned transactions and make courtesy calls upon request
- Help prepare and deliver presentations targeted at members and clients and follow up as needed
- Contribute to business development through solicitation activities
- Build strong business relationships, identify needs, ensure satisfaction, and maximize sales opportunities
- Keep files up to date and ensure they are complete and compliant with deadlines and quality standards
- Respect policies, practices, and standards for secure transactions and operations
Requirements
What you’ll need- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- 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
- Knowledge of the Desjardins business processes
- Knowledge of service standards
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- Situational adaptability
Benefits
Comp & perks- 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