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Client Financial Services Agent
Desjardins. Work closely with account managers to provide personalized support to business members and clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service and business development, with a strong focus on maintaining business relationships and providing tailored recommendations. Proficient in managing operational banking challenges and ensuring compliance with organizational standards.
Highest-signal resume keywords
Customer ServiceBusiness DevelopmentPortfolio ManagementOperational ComplianceData Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business AnalysisOperational BankingPortfolio ManagementDocumentation ManagementRate Analysis
Soft Skills
Action OrientedCustomer FocusDrive ResultsNimble LearningSituational Adaptability
Certifications & Qualifications
College Diploma
Industry Keywords
Business RelationshipsSales OpportunitiesCustomer SupportAction PlansQuality Standards
About the role
Key responsibilities & impact- Work closely with account managers to provide personalized support to business members and clients
- Assist with business development activities and 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
- Support account managers with portfolio management
- Help collect, process and analyze specific information
- Help solve problems and prepare tailored recommendations
- Maintain business relationships by providing specialized support for operational banking challenges and act on sales opportunities
- Oversee the technical side of annual review and renewal processes for term loans
- Conduct analysis and make recommendations on rates reflecting the 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
- Ensure files are complete and comply with deadlines and quality standards
- Participate in solicitation activities to support 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
- Action oriented
- Customer Focus
- Differences
- Drive results
- 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