Financial Services Representative

2 months ago

Saguenay, Quebec, Canada Desjardins Full time

**Temporary Position for 12 Months**

The work mode arrangement for this position is full-time on site.

The incumbent will carry out various operational activities related to processes associated with financial products and services. He or she will carry out supplemental transactions resulting from the transfer of activities to the various affected Desjardins components. More specifically, you will be required to:

  • Process and reconcile various reports and requests for all financial sectors (e.g. Shared Services Centre reports, clearing, direct deposits and withdrawals, adjustments and monitoring of authorized transits, overdrawn accounts, inactive accounts, dividends, out-of-balance Trust, guarantee agendas, transactions related to collection items and discharges). As needed, perform required follow-up activities with members and customers.
  • Input, validate, and save various data in the system.
  • Carry out liaison activities with relevant Desjardins components (e.g. Shared Services Centre, AccèsD Contact Centre, Business Centre, Student Service Centre). Process transaction notices and carry out ensuing activities and follow-up with members and customers, in accordance with established procedures.
  • Perform search requests; organize and produce requested information in accordance with established procedures.
  • Carry out filing and document management activities including purging and storage, in accordance with current practices and regulations.
  • As required, take transactional, convenience and informational calls from the AccèsD Contact Centre. Propose customized and sustainable solutions and ensure the satisfaction of members and customers.
  • Ensure that activities are completed in a timely fashion and in accordance with prescribed quality standards.
  • Maintain the security of transactions and operations in accordance with current policies, practices and standards.

What You Bring to the Table

  • High school diplomas in a related field.
  • A minimum of two years of relevant experience.
  • Please note that other combinations of qualifications and relevant experience may be considered.
  • Knowledge of French is required.
  • Knowledge of all financial products and services aimed at members and those offered by Desjardins business centres, components and distribution networks, as well as 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, automated and assisted transactions and administrative activities.
  • Knowledge of service standards.
  • Drive results, Situational adaptability.

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