The incumbent supports account managers by performing operational tasks assigned by the sales teams related to financing products and services. Prepare 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. payouts, renewals, financing offers and changes, loan contracts, guarantee forms, notary and discharge documentation, register of personal and movable real rights registration). 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. Perform document filing and management tasks, including purging and archiving, according to practices and rules in effect. 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. Market-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 ~ Reimbursement of health and wellness expenses and telework equipment ~ Knowledge of French is required Knowledge of products and services for businesses and those offered by caisses, components and Desjardins distribution networks and those of the competition Ability to enter financial data in the systems Knowledge of financing and credit management practices related to businesses Familiarity with compliance requirements for regulations on the distribution of financial products and services Understanding of the philosophy and inner workings of a financial services cooperative Knowledge of operational procedures related to financing and sales support activities Knowledge of service standards. Equity, Diversity, Inclusion and Accessibility At Desjardins, we believe in equity, diversity and inclusion. 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. Member/client sales and service (FG)

📌 Agente Ou Agent De Bureau Au Service Des Stages (Shawinigan)
🏢 Desjardins
📍 Shawinigan