Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.
The incumbent works in close collaboration with personal finance advisors on the Investment and Financing team, assisting in the offering and delivery of basic savings and financing services for members and customers served by this team.
General Information on the Position
Carry out sales support activities to finalize and assist in the delivery of savings, investment and financing services, such as coding and entering data (e.g. processing the issuance and maturity of loans, savings and investments). Create and update records of members and customers. Perform any ensuing follow-up activities.
Meet with members and customers to finalize the sale of Accord D financing and additional products and to provide them with information as needed.
Carry out various follow-up activities with members and customers, including setting up and confirming appointments.
As a courtesy, open accounts for members and customers referred by advisors.
Identify opportunities for additional product sales and participate in targeted solicitation activities initiated by advisors.
Ensure that files are compliant and completed in a timely fashion in accordance with prescribed quality standards.
Maintain the security of transactions and operations in accordance with current policies, practices and standards.
Other working condition
Number of job available : 1
Attestation of College Studies in a related field
A minimum of 1 year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
For vacant positions available in Quebec, please note that knowledge of French is required
Knowledge of loan contracts and security agreements
Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, Desjardins components and distribution networks, as well as those of competitors
Knowledge of integrating financial data into systems
Knowledge of compliance with An Act respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of operating procedures related to investment and financing activities
Knowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financing
Knowledge of the Desjardins business processes
Knowledge of service standards
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Communicates effectively, Interpersonal Savvy, Resilient, Situational adaptability
63, Montée Gagnon Bois-des-Filion
CAISSE THÉRÈSE-DE BLAINVILLE (BOIS-DES-FILION) (T: 30022)
Member/client sales and service (FG)