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Client Financial Services Agent, Business
Desjardins. Work closely with account managers to maintain business relationships with members and clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong capabilities in maintaining business relationships, conducting secure transactions, and delivering effective presentations. Proficient in sales processes and compliance with operational standards.
Highest-signal resume keywords
Business Relationship ManagementSales Presentation and ClosingDocumentation and ComplianceActivity Prioritization and PlanningFrench Language Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales of Products and ServicesDocumentation CompletionAccount OpeningOperational Question ResolutionPresentation Preparation and Delivery
Soft Skills
Relationship BuildingCustomer Satisfaction SupportFollow-Up Coordination
Certifications & Qualifications
Attestation of Collegial Studies
Industry Keywords
Business DevelopmentSolicitation ActivitiesSecure TransactionsQuality StandardsCompliance
About the role
Key responsibilities & impact- Work closely with account managers to maintain business relationships with members and clients
- Complete documentation following appointments and obtain signatures
- Answer questions related to operations and open accounts
- Present and close sales of products and services, including the Business Freedom Solutions plan
- 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
- Participate in solicitation activities to contribute to business development
- Build strong business relationships, identify needs, support satisfaction, and maximize sales opportunities
- Keep files up to date and ensure compliance with deadlines and quality standards
- Conduct transactions and operations securely according to applicable policies and standards
Requirements
What you’ll need- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Ability to complete documentation, answer operational questions, open accounts, and present and close sales of products and services
- Ability to prioritize activities and plan follow-ups and solicitation activities
- Ability to prepare and deliver presentations
- Ability to maintain complete, compliant, and up-to-date files
- Ability to respect policies, practices, and standards for secure transactions and operations
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