Financial Services Agent, Clientele, Business
Core
Support account managers by performing operational tasks related to financing products and services, including preparing documentation, processing files, and monitoring lines of credit.
Role type
Financial Services Agent (Sales Support)
Builds
Loan contracts, guarantee forms, and member financial statements for business clients.
Domain
Financial Services / Cooperative Banking
Required skills
Financial statement compilation, Loan and guarantee contract knowledge, Financial data entry, Credit management practices, Compliance with financial regulations, Operational procedures for financing support
Preferred skills
Knowledge of Desjardins distribution networks, Understanding of financial services cooperative philosophy, Service standards knowledge
Technologies
Internal financial systems, Document management systems
Responsibilities
Prepare documentation for member and client meetings, Add, verify and record activity and transactions, Finalize documents following meetings, Perform tasks related to line of credit monitoring, Process files and reports, Contact members and clients to follow up on missing documents
Seniority
Mid-level, 2+ years experience