Agent or Agent, Operations Support

The work mode applying to the position is full-time on-site*.

The incumbent performs various operational activities related to the processes associated with the products and services of the Caisse Desjardins de Charlevoix. They carry out the residual operations resulting from the transfer of activities to the various components of the Mouvement Desjardins. More specifically, you will be required to:

• Process and balance various reports and queries for all sectors of the Caisse (e.g., Shared Services Center report, compensation of effects, direct withdrawals and deposits, adjustment and tracking of authorized transits, overdraft accounts, inactive accounts, rebates, out-of-balance Trust, guarantee schedule, operations related to collected effects and receipts). As needed, follow up with members and clients.
• Integrate, validate, and record various data into the system.
• Perform liaison activities with the concerned components of the Mouvement (e.g., Shared Services Center, AccèsD Contact Center, Business Financial Center, Student Services Center). Process transaction notices and the resulting operations and follow up with members and clients, as per established procedures.
• Conduct research requests, structure, and produce the requested information, as per established procedures.
• Perform document classification and management activities, including purging and storage, as per current practices and rules.
• As needed, handle real-time calls of a transactional, convenience, and informational nature from the AccèsD Contact Center. Propose suitable and sustainable solutions and ensure the satisfaction of members and clients.
• Ensure that the activities performed are compliant, within the prescribed deadlines and quality standards.
• Ensure the security of transactions and operations, in compliance with current policies, practices, and standards.

What we offer*

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that ensures a predictable and stable income throughout retirement
• Group insurance plan including telemedicine services
• Reimbursement of health, well-being, and telework equipment expenses
• *Benefits are applicable based on eligibility criteria.*
• #LI-Onsite

What you will bring to the table

• High school diploma (DES)
• Minimum of two years of relevant experience
• Please note that other combinations of education and relevant experience may be considered
• Knowledge of French is required
• Knowledge of all products and services intended for Caisse members and those offered by Desjardins Enterprises centers, components, and distribution networks, as well as those of the competition
• Knowledge of data integration into systems
• Knowledge of security measures, legal framework, and internal control
• Knowledge of the philosophy and functioning of a financial services cooperative
• Knowledge of operational procedures related to convenience products, automated and assisted transactions, and administrative activities
• Knowledge of service standards

Appreciate differences, Learn with agility, Be customer-oriented, Be action-oriented, Adapt to situations, Aim for results Equity, diversity, inclusion, and accessibility

At Desjardins, we believe in equity, diversity, and inclusion. We are committed to welcoming all individuals, considering and valuing them for who they are, enriching ourselves with their differences and uniqueness, and, most importantly, offering them a work environment where they will feel at home. For us, discrimination, in any form, is zero tolerance! We believe in the importance of our teams reflecting the diversity of our members, our clientele, and the communities we serve.

If you need assistance to make the recruitment process or the position more accessible, please let us know. Accommodations will be offered to those who request them at any stage of the recruitment process.

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Union (if applicable) CAISSE FLEUVE ET DES MONTAGNES (CHARLEVOIX) (20032 / Conv_Col_00069) (2017-09-27 - )

Job family

Administration (GF)

Job posting end date 2026-08-18