Support business members in Toronto by applying client service, portfolio management, and business development skills alongside account managers.
As a Client Financial Services Agent at Desjardins, you provide personalized support to business members and clients. You help account managers maintain relationships, manage portfolios, and deliver services. Your work includes analyzing information, solving problems, and preparing tailored recommendations.
Key Responsibilities: Provide specialized support for business banking operational challenges
Maintain client relationships and act on sales opportunities
Support term loan renewals and analyze variable-cost rates
Collect documentation, signatures, and account-opening information
Ensure transactions comply with policies, practices, and standards
Requirements: College diploma in a related field
Minimum two years of relevant experience
Action-oriented approach to daily responsibilities
Customer focus and ability to drive results
Situational adaptability and nimble learning
Apply client service, portfolio management, and business development expertise while supporting Desjardins account managers in Toronto.

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📌 Business Banking Services Agent (Ontario)
🏢 Desjardins
📍 Ontario