Support business members in Toronto through client financial services, portfolio management, and relationship-focused banking assistance. Drive results while assisting account managers.
As a Client Financial Services Agent at Desjardins, you support business members and clients alongside account managers. You address banking operations, contribute to business development, and help maintain robust relationships. Your work includes specialized client support, analysis, recommendations, and personalized service aligned with standards and procedures.
Key Responsibilities: Provide specialized support for business banking operational challenges
Support annual term-loan reviews and renewal processes
Analyze rates and recommend approaches to account managers
Collect documentation,



signatures, and answers after client meetings
Maintain complete, compliant portfolio files and secure transactions
Requirements: College diploma in a related field
Minimum two years of relevant experience
Ability to drive results in client financial services
Customer focus and action-oriented approach
Situational adaptability and nimble learning
Bring client support, portfolio management, analysis, and business development skills to Desjardins’ Toronto Branch financial services team.

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📌 Business Banking Client Services Agent (Ontario)
🏢 Caisse Desjardins Ontario Credit Union
📍 Ontario