At a Glance
- Tasks: Support business clients with financial services and relationship management.
- Company: Join Desjardins, a leader in client-focused banking.
- Benefits: Competitive salary, professional growth, and a supportive team environment.
- Other info: Dynamic role with opportunities for career advancement.
- Why this job: Make a real difference for businesses while developing your skills.
- Qualifications: College diploma and two years of relevant experience required.
The predicted salary is between 45000 - 55000 $ per year.
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 strong 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.
Business Banking Client Services Agent in Toronto employer: Caisse Desjardins Ontario Credit Union Inc.
Caisse Desjardins Ontario Credit Union Inc. offers a supportive work environment where employees can thrive in client financial services roles. The company emphasizes personalized service and strong business relationships, providing opportunities for professional growth and development. Employees benefit from a collaborative culture that values customer focus and results-driven performance.
Contact Details:
Caisse Desjardins Ontario Credit Union Inc. Recruitment Team
