Operations Support - Agent
La Prairie
2d ago

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-03The 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, AccèsD 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 AccèsD 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

Workplace : The work mode applicable to the full-time on-site mode #LI-Onsite

Number of job available : 1


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 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

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