Support business financing teams at Desjardins through accurate financial data entry, documentation, and operational follow-up activities. This hybrid opportunity requires French knowledge.
As a Financial Services Agent, you support account managers with financing products and services assigned by sales teams. You prepare meeting documentation, update member financial statements and profiles, perform profitability analyses, and record sales opportunities. You also process transactions, contracts, guarantees, and related documentation while maintaining complete files.
Key Responsibilities:
- Prepare documentation for member and client meetings
- Enter and verify financial activities and transactions
- Update files, profiles, and financial statements
- Monitor lines of credit and required coverages
- Follow up on missing documents and signatures
Requirements:
- Attestation of Collegial Studies
- At least two years of relevant experience
- Knowledge of French
- Ability to compile financial statements
- Knowledge of financing and credit management practices
Bring financial data entry, documentation, and business financing knowledge to Desjardins sales support operations.
Business Financing Services Agent in Trois-Rivières 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.
