Support business clients in Toronto through financial services, portfolio management, and relationship support alongside account managers at Desjardins.
As a Client Financial Services Agent, you provide personalized service, manage urgent needs, and support account managers with business development. You help analyze information, solve problems, prepare recommendations, and maintain business relationships. Your work follows action plans, organizational standards, and procedures.
Key Responsibilities:
- Provide specialized support for business banking operational challenges
- Oversee annual term loan reviews and renewals
- Analyze rates and recommend options to account managers
- Obtain documentation, signatures, and account-opening information
- Support portfolio management, solicitation, and secure transactions
Requirements:
- College diploma in a related field
- Minimum two years of relevant experience
- Ability to drive results and prioritize activities
- Customer-focused, action-oriented approach
- Situational adaptability and nimble learning
Bring client service, financial analysis, and portfolio support skills to Desjardins' Toronto Branch alongside account managers.
Client Financial Services Agent Toronto in Windsor 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.
