Operations Support Agent Full Time

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, AccèsD 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 condition

Number of job available : 1
Qualifications

• High school diploma
• A minimum of two 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, Collaborates, Customer Focus, Innovation

Key competencies for the job

Drive results, Situational adaptability