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Agent(E) Services Financiers Entreprises
3 months ago
La Caisse Alliance est une coopérative financière francophone. Elle emploie plus de 350 employés répartis dans 26 centres de services dans 24 communautés du Nord de l’Ontario. La Caisse détient un actif de plus de 2,3 G$ et offre des services financiers de qualité à environ 50 000 membres. Elle est fière d’apporter un soutien au développement économique de sa région et demeure un solide exemple de coopération.
Sommaire
Relevant du directeur services aux entreprises, l’agent services financiers aux entreprises travaille en étroite collaboration avec les directeurs de comptes. Il réalise des activités cléricales, opérationnelles et de soutien à la vente, en contribuant à l’offre et à la prestation de service auprès des membres entreprises servis par la Caisse.
Responsabilités principales du poste
- Travailler en étroite collaboration avec les directeurs de comptes et les conseillers services aux entreprises afin de coordonner des activités définies par le besoin de financement des membres entreprises;
- Réaliser des activités de soutien à la vente permettant de finaliser la prestation de services au niveau du financement aux entreprises;
- Saisir les états financiers, préparer les documents contractuels et légaux, compléter les offres de financement et préparer les documents à expédier;
- Procéder à la consultation et à l’inscription au Registre des droits personnels et réels mobiliers, à la demande ou à la libération d’une quittance de prêt et au déboursement du prêt;
- Obtenir les documents permettant le déboursement et intégrer les données permettant l’activation aux conditions convenues;
- Procéder à l’ouverture de compte des membres entreprises;
- Détecter des opportunités d’affaires auprès des membres entreprises et les référer aux directeurs de comptes;
- Participer, au besoin, à certaines activités de développement des affaires auprès des entreprises, des partenaires et des centres de services;
- S’assurer que les dossiers sont complets et conformes dans le respect des délais, des standards de qualité et des normes de contrôles internes prescrits.
Profil recherché
**Scolarité**: Diplôme d’études collégiales en administration de bureau
**ET/OU Expérience**: 1 année d’expérience en services financiers ou en administration de bureau
**Compétences principales**:
- Maîtriser les deux langues officielles (orales et écrites);
- Être doué pour la communication interpersonnelle;
- Faire preuve de rigueur professionnelle et de minutie;
- Savoir gérer son temps;
- Démontrer une grande capacité à apprendre sur le terrain;
- Être familier avec la composition des états financiers, ainsi que les contrats de prêt et de garanties;
- Connaître l’ensemble des produits et des services destinés aux entreprises;
- Être familier avec la philosophie et le fonctionnement d’une coopérative de services financiers ainsi que les procédures opérationnelles relatives aux activités de financement et de soutien à la vente.
Conditions de travail
**Centre de services**: Timmins
**Statut d’employé**: Permanent, temps plein, 37,5h/semaine
**Rémunération**: Selon le niveau N4 (45,916 $ - 56,719 $) de l’échelle salariale en vigueur
au plus tard le 25 mars 2024 à 16 h.
Nous offrons des chances égales à tous.
du processus d’embauche.
- N.B. Le masculin est utilisé dans le seul but d’alléger le texte.
