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Business Development Representative

1 month ago

Brossard, Quebec, Canada Desjardins Full time

The role of Financial Services Agent, Clientele at Desjardins involves working closely with account managers to maintain business relationships with members and clients by providing sales support. Key responsibilities include:

  • Completing documentation following appointments with members and clients, including obtaining signatures and answering questions related to operations, account openings, and product sales.
  • Assisting account managers in prioritizing weekly activities and planning follow-up and solicitation activities.
  • Confirming planned transactions with members and clients as needed, and making courtesy calls upon request by account managers.
  • Preparing and delivering presentations to members and clients, and following up as needed.
  • Contributing to business development through various solicitation activities.
  • Building strong business relationships with members and clients by listening to their needs and ensuring full satisfaction, and keeping files up-to-date.
  • Ensuring files are complete and compliant with applicable deadlines and standards for quality.
  • Respecting all policies, practices, and standards for conducting transactions and operations securely.

What we offer:

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan providing predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment

What you bring to the table:

  • Attestation of Collegial Studies
  • A minimum of three years of relevant experience
  • Knowledge of French is required
  • Ability to create financial statements
  • Knowledge of products and services for businesses and those offered by caisses, components, and Desjardins distribution networks and those of the competition
  • Ability to enter financial data in systems
  • Knowledge of financing and credit management practices related to businesses
  • Familiarity with compliance requirements for regulations on the distribution of financial products and services
  • Understanding of the philosophy and inner workings of a financial services cooperative
  • Knowledge of procedures associated with opening accounts and selling complementary products and services, including those associated with Accord D financing
  • Knowledge of Desjardins business processes
  • Knowledge of service standards
  • Effective communication and interpersonal skills