Join Desjardins as a Financial Services Agent, delivering exceptional client support through documentation preparation and profitability analysis. This role requires robust attention to detail and effective communication skills. As a Financial Services Agent, you will play a crucial role in meeting client needs and updating financial statements.
You'll ensure compliance while performing monitoring tasks and managing documents related to loans and guarantees. A minimum of two years of experience and knowledge of financial practices are crucial for success in this role. Key Responsibilities:
- Prepare documentation for client meetings and sales opportunities
- Update member financial statements and profiles as necessary
- Conduct profitability analyses and monitor line of credit activities
- Ensure completeness of files and compliance with deadlines
- Communicate with clients for follow-ups on document requirements Requirements:
- Attestation of Collegial Studies required
- Minimum of two years of relevant experience
- Knowledge of French is necessary
- Understanding of financing and credit management practices
- Familiarity with compliance regulations in finance Drive client satisfaction and financial accuracy at Desjardins as a Financial Services Agent.