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Desjardins

Client Financial Services Agent

Desjardins

. Work closely with account managers .

Posted 10/9/2026full-timeCanadaJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing personalized support and excellent customer service while managing business relationships and operational banking challenges. Proficient in conducting analysis, making recommendations, and ensuring compliance with policies and standards.

Highest-signal resume keywords
Customer ServiceBusiness DevelopmentPortfolio ManagementOperational ComplianceBilingual in French

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Business AnalysisOperational SupportDocumentation ManagementLoan Review ProcessesSales Opportunity Identification
Soft Skills
Effective CommunicationInterpersonal SavvySituational Adaptability
Certifications & Qualifications
College Diploma in Related Field
Industry Keywords
BankingClient SupportAccount ManagementBusiness RelationshipsAction Plans

About the role

Key responsibilities & impact
  • Work closely with account managers
  • Provide personalized support to business members and clients
  • Assist with business development activities
  • Help account managers deliver services and maintain business relationships
  • Manage the day-to-day and urgent needs of members and clients
  • Provide personalized products and services and excellent customer service in accordance with action plans and organizational standards and procedures
  • Help maintain business relationships by providing specialized support for operational banking challenges and acting on sales opportunities
  • Oversee the technical side of annual review and renewal processes for term loans
  • Conduct analysis and make recommendations to account managers on rates reflecting variable cost of funds
  • Help prioritize weekly activities and plan follow-ups and solicitation activities
  • Obtain required documentation and signatures, answer operational questions, and open accounts
  • Assist with portfolio management and ensure files meet deadlines and quality standards
  • Participate in solicitation activities for business development
  • Ensure transactions and operations are secure and comply with policies, practices, and standards

Requirements

What you’ll need
  • College diploma in a related field
  • A minimum of two years of relevant experience
  • Other combinations of qualifications and relevant experience may be considered
  • Knowledge of French is required
  • Communicates effectively
  • Interpersonal Savvy
  • 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