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 solid 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 challengesSupport annual term-loan reviews and renewal processesAnalyze rates and recommend approaches to account managersCollect documentation, signatures, and answers after client meetingsMaintain complete, compliant portfolio files and secure transactionsRequirements:College diploma in a related fieldMinimum two years of relevant experienceAbility to drive results in client financial servicesCustomer focus and action-oriented approachSituational adaptability and nimble learningBring client support, portfolio management, analysis, and business development skills to Desjardins' Toronto Branch financial services team.

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