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 performs operations-related tasks associated with the business centre\'s product and service procedures. He or she also performs residual operations resulting from the activities assigned to various Desjardins Group entities (ex: CSP, CAL, etc)

General Information on the Position

Main Responsibilities

Perform scanning and filing various electronic and physical records according to procedures, practices and rules

Perform a variety of operations and administrative support activities (e.g., address changes, account messages, cheque orders, bank confirmations, data compilation, document management, mailing preparation for notices of loan and line of credit reviews and mortgage renewals). Follow up with clients as needed

Enter, confirm, and save data in the system.

Participate in liaison activities with various Desjardins Group entities (e.g., Shared Services Centre, Online Business Centre, Acc\xc3\xa8sD Client Contact Centre). Process the resulting transaction notices and operations and conduct follow-ups with members and clients according to procedure

Fulfil research requests by finding, structuring and producing information according to established procedures

Ensure compliance with all applicable deadlines and standards for quality in all tasks

Respect all policies, practices and standards in effect for conducting transactions and operations securely.

Other working conditions

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

Number of jobs available : 1

Qualifications

High school diploma in a related field

A minimum of 2 years of relevant experience

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

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

Specific knowledge

Knowledge of financial documents from companies

Ability to use computer software and ease with communication technologies (phone, voicemail, e-mail, etc.)

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 data in the systems

Knowledge of security measures, legal frameworks and internal controls

Understanding of the philosophy and inner workings of a financial services cooperative

Knowledge of operational procedures related to financing and sales support activities

Knowledge of service standards

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

Key competencies for the job Drive results, Nimble learning, Situational adaptability

Work Location 1800, rue McGill Coll\xc3\xa8ge, bureau 1410, Montr\xc3\xa9al

Trade Union Non Syndiqu\xc3\xa9

Unposting Date 2023-05-29

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