At a Glance
- Tasks: Support business account managers with financing operations and client file coordination.
- Company: Join Desjardins, a leader in financial services with a strong community focus.
- Benefits: Gain valuable experience, competitive salary, and opportunities for professional growth.
- Other info: Fluency in French is essential; dynamic work environment with career advancement potential.
- Why this job: Make a difference by supporting businesses and enhancing your financial expertise.
- Qualifications: Attestation of Collegial Studies and two years of relevant experience required.
The predicted salary is between 41850 - 51150 $ per year.
Support business account managers through financing operations, financial data entry, and client file coordination within Desjardins. French knowledge is required for this work.
This Financial Services Agent supports sales teams with operational tasks for business financing products and services.
The work includes preparing meeting documentation, compiling financial statements, and recording transactions.
You will also monitor lines of credit, process reports, and follow up with members and clients.
The position requires an Attestation of Collegial Studies and at least two years of relevant experience.
Other combinations of qualifications and experience may be considered.
Key Responsibilities
- Prepare member and client meeting documentation
- Enter financial data and update profiles
- Record payouts, renewals, offers, and contract changes
- Monitor credit lines and required coverages
- Follow up on missing signatures and documents
Requirements
- Attestation of Collegial Studies
- Minimum two years of relevant experience
- Knowledge of French
- Ability to compile financial statements
- Knowledge of loan and guarantee contracts
Apply financial data entry, credit monitoring, and file management skills while supporting Desjardins business financing activities.
Business Financing Services Agent in Shawinigan employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
