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Operations Support Agent,

  • Sherbrooke, QC, Canada
  • Caisse Desjardins du Nord de Sherbrooke, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

Job details

Job type
Full-time
Closing date
Posting language
English
Posted

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Original job description

Archived listing. The details below describe a past opening.

The 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. More specifically, you will be required to:

  • 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.

What we offer*

  • 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

* Benefits apply based on eligibility criteria.


What you bring to the table

  • High school diplomas in a related field
  • A minimum of two years of relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered
  • Knowledge of French is required
  • 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
Action oriented, Customer Focus, Differences, Drive results, Nimble learning, Situational adaptability


Equity, Diversity, Inclusion and Accessibility

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!

Trade Union (If applicable)

Job Family

Administration (FG)

Unposting Date

2026-10-8
More about this job

Responsibilities

The incumbent performs operational activities including processing and reconciling financial reports, managing transactions, and maintaining data integrity. They also provide support to members and customers while ensuring compliance with security standards and organizational procedures.

Requirements

Candidates must possess a high school diploma in a related field and a minimum of two years of relevant experience. Proficiency in French and knowledge of financial products, services, and internal control systems are required.

Skills

  • Operational support
  • Data entry
  • Transaction reconciliation
  • Customer service
  • Financial reporting
  • Document management
  • Administrative support
  • Conflict resolution
  • Attention to detail
  • Regulatory compliance
  • Financial services
  • System validation
  • Communication
  • Problem solving
  • Time management
  • Security protocols

Benefits

  • Competitive salary
  • Annual bonus
  • 4 weeks of flexible vacation
  • Defined benefit pension plan
  • Group insurance
  • Telemedicine
  • Reimbursement of health and wellness expenses
  • Telework equipment

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Administrative
  • Customer Service & Support

Keywords

  • Operations Support
  • Financial Services
  • Caisse
  • Desjardins
  • Data Entry
  • Reconciliation
  • Transaction Processing
  • Customer Service
  • Administrative Activities
  • Compliance
  • Internal Controls
  • Document Management
  • Reporting
  • Banking
  • Financial Cooperatives
  • Security Measures
  • Service Standards
  • AccèsD
  • Shared Services
  • Transaction Notices

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