French-speaking financial services expertise meets client service in this hybrid Desjardins position focused on accounts, transactions, and sales.
As a Client Financial Services Agent, you will support members and clients after appointments, answer operational questions, and present products and services. You will also maintain files, support account managers, and contribute to business development. The role requires financial data entry, business product knowledge, and secure transaction practices.
Key Responsibilities:
- Complete appointment documentation and obtain member and client signatures
- Open accounts and present or close products and services
- Direct members and clients in using available products
- Confirm planned transactions and make requested courtesy calls
- Maintain complete files within quality deadlines and standards
Requirements:
- Attestation of Collegial Studies
- Minimum three years of relevant experience
- Knowledge of French
- Ability to create financial statements and enter financial data
- Knowledge of business financing, credit, and compliance practices
Apply financial services knowledge, French communication, and client focus while supporting Desjardins members and business relationships.
Desjardins Financial Services Advisor 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.
