Client Financial Services Agent Toronto

Support business clients in Toronto through financial services, portfolio management, and relationship support alongside account managers at Desjardins.

As a Client Financial Services Agent, you provide personalized service, manage urgent needs, and support account managers with business development. You help analyze information, solve problems, prepare recommendations, and maintain business relationships. Your work follows action plans, organizational standards, and procedures.

Key Responsibilities:

• Provide specialized support for business banking operational challenges
• Oversee annual term loan reviews and renewals
• Analyze rates and recommend options to account managers
• Obtain documentation, signatures, and account-opening information
• Support portfolio management, solicitation, and secure transactions

Requirements:

• College diploma in a related field
• Minimum two years of relevant experience
• Ability to drive results and prioritize activities
• Customer-focused, action-oriented approach
• Situational adaptability and nimble learning

Bring client service, financial analysis, and portfolio support skills to Desjardins’ Toronto Branch alongside account managers.