Financial Services Agent, Business - Mascouche, Canada - Desjardins

Desjardins

Verified Company

Mascouche, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

At Desjardins, we believe in equity, diversity and inclusion.

We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all.

At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

Job Level

NV-04

The incumbent works in close collaboration with account managers to perform operational and sales support tasks and help offer and deliver services to the business centre's members and clients.

General Information on the Position

Main Responsibilities- Perform sales support activities with the aim of finalizing and supporting the delivery of financing services.

This includes entering financial data, preparing contractual and legal documents, completing financing offers (e.g., contracts, guarantee forms) and preparing documents to be sent to notaries.

Consult and submit registrations to the register of personal and movable real rights on request or upon issue of loan discharges and loan disbursements.

Obtain the necessary documents for disbursement and incorporate the data necessary to activate the agreed-upon conditions.- Support account managers in the operational tasks and various follow-ups resulting from the sale of complementary products and services, particularly by preparing loan files for analysis, obtaining required documents from members and clients and performing profitability analyses.- Guide and assist members and clients in using Desjardins products and services.- Open member and client accounts (e.g., documentation, verification, authorized transit).- Identify sales opportunities with members and clients and make referrals to the account managers.- Participate as needed in certain business development activities with companies, partners and caisses.- 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.

Other working conditions- The work arrangement for the position is full-time hybrid work #LI-Hybrid- Number of jobs available : 1

Qualifications:

Attestation of College Studies in a related field
A minimum of 2 years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered- For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge- Ability to compile financial statements- Knowledge of loan and guarantee contracts- 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- 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 the Desjardins business processes- Knowledge of service standards- Action oriented- Professionalism and attention to detail- Time management

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Communicates effectively, Interpersonal Savvy, Situational adaptability

Work Location

Desjardins Entreprises - Lanaudière

Trade Union

Non Syndiqué

Unposting Date

Job Family

Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country.

It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.