Enhance your career as a Client Financial Services Agent at Caisse Desjardins des Verts-Sommets de l'Estrie, working full-time in office. Deliver customized support for investment and financing needs.

As a financial services agent, you will play a crucial role in assisting members and clients. Collaborating with advisors, you will identify client needs and provide tailored solutions. Your role involves supporting business development and enhancing client satisfaction, ensuring adherence to established service quality standards.

Key Responsibilities:
• Address client inquiries and perform necessary tasks
• Aid colleagues with their emails and scheduling
• Suggest solutions that align with client expectations
• Help clients maximize their use of financial products
• Participate in business sales development initiatives

Requirements:
• Attestation of Collegial Studies required
• At least three years of relevant experience
• Proficiency in French is essential
• Other qualifications may be considered
• Strong customer service focus and communication skills

Utilize your expertise to create impactful financial solutions as part of the Caisse Desjardins team.
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📌 Caisse Desjardins Client Financial Agent Role (Quebec City)
🏢 Desjardins
📍 Quebec City