Support business clients through account openings, sales documentation, and financial data entry in a hybrid Desjardins service workplace. French is required for this client-facing position.
As a Client Financial Services Agent, you collaborate with account managers to maintain member and client relationships. You answer operational questions, present products, and support business development activities. Your work includes account procedures, follow-ups, presentations, and secure transactions.
Key Responsibilities: Complete documentation and obtain signatures after appointments
Open accounts and present complementary products and services
Prioritize account manager activities and plan follow-ups
Confirm planned transactions and make requested courtesy calls
Maintain complete files meeting deadlines and quality standards
Requirements: Attestation of Collegial Studies
Minimum three years of relevant experience
Knowledge of French
Ability to create financial statements and enter financial data
Knowledge of business financing, credit, and compliance practices
Apply your client service, account opening, and financial operations knowledge while supporting Desjardins business relationships.

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📌 Business Financial Services Agent (Quebec City)
🏢 Desjardins
📍 Quebec City