Agent(E) Services Financiers

4 weeks ago


North Bay, Canada Caisse Alliance Full time

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 de la direction financement aux particuliers et gestion des avoirs, l’agent services financiers travaille en étroite collaboration avec les planificateurs financiers et les conseillers gestion des avoirs, en contribuant à l'offre et à la prestation des services en investissement et en épargne spécialisée auprès des membres par la réalisation d’activités cléricales, opérationnelles et de soutien à la vente.

**Responsabilités spécifiques **:

- Travailler en étroite collaboration avec les planificateurs financiers et les conseillers gestion des avoirs de l’équipe conseil ;
- Réaliser différentes activités opérationnelles et de soutien reliées à la vente de produits d’investissement et d’épargne spécialisée tels la codification et l'intégration des données (ex. : transactions d'épargne à terme, fonds mutuels, opérations monétaires) ;
- Préparer et maintenir à jour les dossiers des membres et assurer les suivis qui en découlent ;
- Rencontrer les membres, au besoin, afin de finaliser la vente de produits complémentaires d’épargne et répondre à certains besoins d’informations ;
- Procéder, en mode courtoisie, à l'ouverture de comptes des membres référés par les conseillers ;
- Compléter les vérifications nécessaires pour la prise de décision à la demande du conseiller et effectuer les activités de présaisie et postsaisie sur les dossiers de prêts et d’épargne (ex ; mises à jour des informations financières; changements d’adresse, etc.);
- Détecter les opportunités de vente de produits complémentaires et participer à des activités de sollicitation ciblées, initiées par les conseillers ;
- S'assurer que les dossiers soient complets et conformes, dans le respect des délais et des standards de qualité prescrits ;
**Exigences d'emploi **:
**Scolarité**: Diplôme d’études collégiales en administration de bureau

**Expérience **: 1 année d'expérience en services financiers ou en administration de bureau

**Compétences principales **:

- Démontrer une grande capacité à apprendre sur le terrain
- Être doué pour la communication interpersonnelle
- Être orienté vers l'action et vers la clientèle
- Faire preuve de rigueur professionnelle et de minutie
- Avoir des notions sur la conformité, sur les lois sur la distribution des produits et services financiers et sur la philosophie et le fonctionnement d'une coopérative de services financiers

Conditions de travail
**Centre de services**: North Bay
**Statut d’employé**: Permanent, temps plein, 36,5h/semaine
**Rémunération**: Selon le niveau N4 (44 692 $ - 55 207 $) de l’échelle salariale en vigueur

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.



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