Agent Services Financiers Particuliers
Caisse Alliance
Agent services financiers particuliers au centre West Ferris, vous soutenez les conseillers grâce à votre rigueur et votre communication interpersonnelle. Ce poste permanent à temps plein exige la maîtrise des deux langues officielles.
Relevant de la direction services aux particuliers, vous collaborez avec les conseillers finances personnelles et crédit particuliers. Vous réalisez des activités cléricales, opérationnelles et de soutien à la vente. Vous contribuez aux services de financement et d’épargne simple destinés aux membres particuliers.
Responsabilités clés :
- Coordonner les activités liées au financement et à l’épargne simple
- Traiter les émissions, échéances et suivis des produits
- Constituer et mettre à jour les dossiers de service
- Communiquer avec les membres et prendre des rendez-vous
- Appuyer la préparation des dossiers et rencontres
Exigences :
- Diplôme collégial en administration de bureau
- Une année d’expérience en services financiers ou administration
- Grande capacité à apprendre sur le terrain
- Rigueur, minutie et bonne gestion du temps
- Maîtrise des deux langues officielles
Contribuez au soutien financier des membres grâce à votre précision, votre communication et votre connaissance des systèmes.
#J-18808-LjbffrVacancy posted 2 hours ago
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