Advisor, Business at Desjardins
Montréal, QC H1B 1N8, Canada -
Full Time


Start Date

Immediate

Expiry Date

11 Nov, 25

Salary

0.0

Posted On

12 Aug, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Major Accounts, Customer Satisfaction, Credit, Service Quality

Industry

Financial Services

Description

As a business advisor, you help serve and maintain business relationships with members and clients. You authorize credit for major accounts. You help the organization achieve results and ensure client satisfaction. You drive results by approving or rejecting credit applications up to your discretionary limit and submitting recommendations for those above your limit. You balance sound and prudent risk management, profitability and member/client satisfaction. You work with clients with diverse needs who have significant development potential for your sector. You analyze member/client needs, share analysis results and present alternatives as needed. Your work and initiatives require extensive knowledge of your line of business. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. Interpersonal savvy is therefore essential. More specifically, you will be required to:

  • Review credit applications and ensure they are processed in accordance with current standards and policies. Approve or reject applications up to your discretionary limit and prepare and submit recommendations for those above your limit
  • Collect, compile and analyze data. Prepare reports and recommendations
  • Serve as resource person for clients. Assess customer satisfaction and service quality, follow up and make improvements as needed
  • Help the organization achieve results and ensure client satisfaction
  • Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field
Responsibilities

Please refer the Job description for details

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