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Financial Services Representative
1 month ago
Key Responsibilities:
* Support members and clients in understanding and utilizing various financial products and services, including convenience products and transactions
* Contribute to business development and maintain relationships through service delivery and activities
* Assist members and clients who have encountered fraud or irregularities, monitoring and processing transactions to settle their cases
* Stay up-to-date on the latest standards, products, and services in your field
* Uphold compliance, security, and risk management standards
What We Offer:
* Competitive salary and annual bonus
* 4 weeks of flexible vacation starting in the first year
* Defined benefit pension plan that provides predictable, stable income throughout retirement
* Group insurance including telemedicine
* Reimbursement of health and wellness expenses and telework equipment
What You Bring to the Table:
* High school diploma in a related field
* A minimum of three years of relevant experience
* Knowledge of French is required
* Knowledge of all counter and convenience products and services
* Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels, and those of competitors
* Knowledge of integrating data into systems
* Knowledge of security measures, legal framework, and internal controls
* Understanding of the philosophy and fundamentals of financial services cooperatives
* Knowledge of operating procedures related to convenience products and services and transactions
* Knowledge of service standards
