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Advisor, Member and Client Experience
Desjardins. Support members and clients by informing them about applications and technological tools that enable self-service transactions and operations .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service and relationship management within the financial services sector, with a strong understanding of compliance, security measures, and operational procedures related to convenience products and services.
Highest-signal resume keywords
Knowledge Of Desjardins ProductsKnowledge Of Security MeasuresKnowledge Of Operating ProceduresCustomer FocusEffective Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Knowledge Of Counter ProductsKnowledge Of Convenience ProductsIntegrating Data Into SystemsUnderstanding Of Financial Services CooperativesKnowledge Of Service Standards
Soft Skills
Action OrientedInterpersonal SavvyNimble LearningSituational Adaptability
Industry Keywords
ComplianceRisk ManagementFraud PreventionSelf-Service TransactionsBusiness Development
About the role
Key responsibilities & impact- Support members and clients by informing them about applications and technological tools that enable self-service transactions and operations
- Contribute to business development and maintain business relationships through service delivery and activities
- Assist members and clients who have encountered fraud or irregularities and refer them to appropriate partners
- Stay current with the latest standards, products and services in the field
- Uphold compliance, security and risk management standards
Requirements
What you’ll need- Knowledge of all counter and convenience products and services
- Knowledge of Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and 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 and automated and assisted transactions
- Knowledge of service standards
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- Situational adaptability
Benefits
Comp & perks- Part-time employment
- Full-time on-site work arrangement