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Financial services agent - Jobs in Granby, QC

Desjardins
Job LocationGranby, QC
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

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.Job LevelNV-03The incumbent performs operations-related tasks associated with the business centres product and service procedures. He or she also performs residual operations resulting from the activities assigned to various Desjardins Group entities (ex: CSP, CAL, etc)General Information on the PositionMain Responsibilities

  • Perform scanning and filing various electronic and physical records according to procedures, practices and rules.
  • Perform a variety of operations and administrative support activities (e.g., address changes, account messages, cheque orders, bank confirmations, data compilation, document management, mailing preparation for notices of loan and line of credit reviews and mortgage renewals). Follow up with clients as needed.
  • Enter, confirm, and save data in the system.
  • Participate in liaison activities with various Desjardins Group entities (e.g., Shared Services Centre, Online Business Centre, AccèsD Client Contact Centre). Process the resulting transaction notices and operations and conduct follow-ups with members and clients according to procedure.
  • Fulfil research requests by finding, structuring and producing information according to established procedures.
  • Ensure compliance with all applicable deadlines and standards for quality in all tasks.
  • Respect all policies, practices and standards in effect for conducting transactions and operations securely.
Other working conditions
  • The work arrangement for the position is *full-time on-site work
  • Number of job available : 1
Qualifications
  • High school diploma
  • A minimum of two years 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
Specific knowledge
  • Knowledge of financial documents from companies
  • Ability to use computer software and ease with communication technologies (phone, voicemail, e-mail, etc.)
  • Knowledge of products and services for businesses and those offered by caisses, components and Desjardins distribution networks and those of the competition
  • Ability to enter data in the systems
  • Knowledge of security measures, legal frameworks and internal controls
  • Understanding of the philosophy and inner workings of a financial services cooperative
  • Knowledge of operational procedures related to financing and sales support activities
  • Knowledge of service standards
Desjardins Cross-sector skillsAction oriented, Customer Focus, Differences, Nimble learningKey competencies for the jobDrive results, Situational adaptabilityWork LocationDesjardins Entreprises - Haut-Richelieu-YamaskaTrade UnionNon SyndiquéUnposting Date2021-12-8Job FamilyAdministration (FG)Quick Apply
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