RequiredPrepare documentation for member and client meetings, including entering data, updating member financial statements and profiles, performing profitability analyses and taking note of sales opportunities for the account managers.Follow the instructions given by the tool. Add, verify and record activity and transactions (e.G., payouts, renewals, financing offers and changes, loan contracts, guarantee forms, notary and discharge documentation, register of personal and movable real rights registration).Finalize documents following member and client meetings by updating information in their files, taking note of follow-ups and updating their financial statements.Perform tasks related to line of credit monitoring, such as conducting a preliminary analyses to determine necessary coverages and adding changes and updates to the system as required.Process files and reports as needed (e.G., loan and guarantee follow-ups). Perform document filing and management tasks, including purging and archiving, according to practices and rules in effect.Contact members and clients as needed to follow up on missing documents or documents requiring signatures.Ensure files are complete and in compliance with all applicable deadlines and standards for quality.Respect all policies, practices and standards in effect for conducting transactions and operations securely.What we offer*Competitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable,



reliable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipmentBenefits apply based on eligibility criteria.What You Bring To The TableAttestation of Collegial StudiesA minimum of two years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredKnowledge of French is requiredAbility to compile financial statementsKnowledge of loan and guarantee contractsKnowledge of products and services for businesses and those offered by caisses, components and Desjardins distribution networks and those of the competitionAbility to enter financial data in the systemsKnowledge of financing and credit management practices related to businessesFamiliarity with compliance requirements for regulations on the distribution of financial products and servicesUnderstanding of the philosophy and inner workings of a financial services cooperativeKnowledge of operational procedures related to financing and sales support activitiesKnowledge of service standardsAction oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptabilityEquity, Diversity, Inclusion and AccessibilityAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!Job FamilyMember/client sales and service (FG)

📌 Financial Services Agent, Operations (Shawinigan)
🏢 Desjardins
📍 Shawinigan