Operations Support Agent

Desjardins

Operations Support Agent handling processes related to caisse products and services at Desjardins. Ensuring timely completion of various operational activities and maintaining quality standards.

Posted 5/15/2026full-timeMontréal • 🇨🇦 CanadaJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Process and reconcile various reports and requests for all caisse sectors
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
Process transaction notices and carry out ensuing activities and follow-up
Perform search requests; organize and produce requested information
Carry out filing and document management activities
Take transactional, convenience and informational calls
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.

Requirements

What you’ll need

High school diplomas in a related field
A minimum of two years of relevant experience
Knowledge of French is required
Intermediate advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
Knowledge of all products and services aimed at caisse members
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.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data validationdocument managementreport processingtransaction processingdata integrationcustomer servicefilingfollow-up activitiesquality standards adherencesecurity measures

Soft Skills

communicationproblem-solvingcustomer satisfaction focustimelinessorganizational skills

Certifications

high school diploma