Job Description

At Desjardins, we believe in equity, diversity and inclusion. We\'re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there\'s something we can do to help make the recruitment process or the job you\'re applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Level NV-03

The incumbent carries out various operational activities related to processes associated with caisse products and services. He or she carries out supplemental transactions resulting from the transfer of activities to the various affected Desjardins components.

General Information on the Position

Main Responsibilities

Process and reconcile various reports and requests for all caisse 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, Acc\xc3\xa8sD 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 Acc\xc3\xa8sD 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.

Other working conditions

The work arrangement for the position is full-time on-site work #LI-Onsite

Temporary work : scheduled to end on : August-2, 2024

Number of jobs available : 1

Qualifications

High school diploma

A minimum of 2 years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

Hold a Mutual fund sales representative certificate issued by the Autorit\xc3\xa9 des march\xc3\xa9s financiers

For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

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

Desjardins Cross-sector skills Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job Drive results, Situational adaptability

Work Location Caisse Desjardins du Coeur des Hautes-Laurentides

Trade Union CAISSE DU C\xc5\x92UR DES HAUTES-LAURENTIDES (T: 30117)

Unposting Date 2023-07-23

Job Family Administration (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Desjardins