Business Banking Services Agent

Support business members in Toronto by applying client service, portfolio management, and business development skills alongside account managers.

As a Client Financial Services Agent at Desjardins, you provide personalized support to business members and clients. You help account managers maintain relationships, manage portfolios, and deliver services. Your work includes analyzing information, solving problems, and preparing tailored recommendations.

Key Responsibilities:

• Provide specialized support for business banking operational challenges
• Maintain client relationships and act on sales opportunities
• Support term loan renewals and analyze variable-cost rates
• Collect documentation, signatures, and account-opening information
• Ensure transactions comply with policies, practices, and standards

Requirements:

• College diploma in a related field
• Minimum two years of relevant experience
• Action-oriented approach to daily responsibilities
• Customer focus and ability to drive results
• Situational adaptability and nimble learning

Apply client service, portfolio management, and business development expertise while supporting Desjardins account managers in Toronto.

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