Business Banking Client Services Agent
Caisse Desjardins Ontario Credit Union Inc.
Support business members in Toronto through client financial services, portfolio management, and relationship-focused banking assistance. Drive results while assisting account managers.
As a Client Financial Services Agent at Desjardins, you support business members and clients alongside account managers. You address banking operations, contribute to business development, and help maintain strong relationships. Your work includes specialized client support, analysis, recommendations, and personalized service aligned with standards and procedures.
Key Responsibilities:
- Provide specialized support for business banking operational challenges
- Support annual term-loan reviews and renewal processes
- Analyze rates and recommend approaches to account managers
- Collect documentation, signatures, and answers after client meetings
- Maintain complete, compliant portfolio files and secure transactions
Requirements:
- College diploma in a related field
- Minimum two years of relevant experience
- Ability to drive results in client financial services
- Customer focus and action-oriented approach
- Situational adaptability and nimble learning
Bring client support, portfolio management, analysis, and business development skills to Desjardins’ Toronto Branch financial services team.
#J-18808-LjbffrVacancy posted 5 hours ago
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