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Client Financial Services Agent, Business
Desjardins. 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 providing personalized support and excellent customer service to business members and clients, while effectively managing operational banking challenges and ensuring compliance with policies and standards.
Highest-signal resume keywords
Customer ServiceBusiness DevelopmentPortfolio ManagementOperational Banking KnowledgeBilingual 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
Business AnalysisDocumentation ManagementRate RecommendationsAccount OpeningOperational Compliance
Soft Skills
Relationship ManagementCommunicationProblem SolvingPrioritizationCollaboration
Certifications & Qualifications
College Diploma in Related Field
Industry Keywords
BankingFinancial ServicesClient SupportTerm LoansSolicitation Activities
About the role
Key responsibilities & impact- Provide personalized support to business members and clients
- Assist account managers 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
- Help maintain business relationships by providing specialized support for operational banking challenges
- 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
- Assist with portfolio management to ensure files are complete and meet 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
- Knowledge of French is required
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