Financial Services Coordinator

1 month ago

SaintAnselme, Quebec, Canada Desjardins Full time
Job Summary

We are seeking a highly skilled and detail-oriented individual to join our team as a Financial Services Coordinator. In this role, you will be responsible for providing operational support to our caisse members and customers.

Key Responsibilities
  • Process and reconcile various reports and requests for all caisse sectors, including Shared Services Centre reports, clearing, direct deposits and withdrawals, adjustments and monitoring of authorized transacts, overdrawn accounts, inactive accounts, dividends, out-of-balance Trust, guarantee agendas, transactions related to collection items and discharges.
  • Input, validate, and save various data in the system.
  • Carry out liaison activities with relevant Desjardins components, including Shared Services Centre, AccèsD Contact Centre, Business Centre, and Student Service Centre.
  • 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 and propose customized and sustainable solutions to 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 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
Requirements
  • High school diploma in a related field
  • A minimum of two years of relevant experience
  • Knowledge of French is required
  • Knowledge of all products and services aimed at caisse 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

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