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: 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.
