Help maintain business relationships with business members and clients by providing specialized support to address operational challenges related to their banking needs.
Be attentive to their needs to ensure their full satisfaction, and act on sales opportunities.
Oversee the technical side of the annual review and renewal processes for term loans to ensure proper records are kept.
Conduct analysis and make recommendations to account managers on rates that reflects the variable cost of funds.
Help prioritize weekly activities for account managers and plan follow-ups and solicitation activities.
Following meetings with members and clients, contact them to obtain the required documentation and/or signatures.
Help account managers with portfolio management as needed to ensure that files are complete and comply with all applicable deadlines and quality standards.
Contribute to business development by participating in a variety of solicitation activities.
Ensure that transactions and operations are secure and comply with policies, practices and standards.

Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment

Client Financial Services Agent

Key skills