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Advisory Agent, Member and Client Experience
Desjardins. Support members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service and relationship management while providing personalized banking solutions and technological support. Proficient in compliance, security, and risk management, with a strong focus on adapting to client needs and promoting relevant products and services.
Highest-signal resume keywords
Customer FocusCompliance ManagementDigital Solutions AdvisoryEffective CommunicationTech Savvy
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Action OrientedNimble LearningSituational Adaptability
Industry Keywords
Banking TransactionsFraud PreventionBusiness DevelopmentService DeliveryRisk ManagementTechnological ToolsPersonalized SolutionsDistribution ChannelsClient SupportFrench Language
About the role
Key responsibilities & impact- Support members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own
- Contribute to business development and maintain business relationships through service delivery and activities
- Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners
- Stay on top of the latest standards, products and services in your field
- Adhere to compliance, security and risk management rules
- Support and advise members and clients about banking transactions
- Promote Desjardins products, services and available distribution channels
- Offer personalized solutions and identify business opportunities
- Refer members and clients to colleagues with specialized expertise
- Advise members and clients on digital solutions
- Ensure financial transactions go smoothly and provide technological-tool support, prevention and safety advice
Requirements
What you’ll need- High school diplomas in a related field
- A minimum of two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Compliance, security and risk management rules
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Nimble learning
- Situational adaptability
- Tech savvy
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
- Recruitment process and job accommodations at any stage