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.
Business Banking Services Agent in Tecumseh 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.
