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Advisory Agent – Member and Client Experience
Desjardins. Improve the experience of members and customers by advising them on banking transactions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in advising members and customers on banking transactions while promoting Desjardins products and services. Proficient in utilizing technological tools to enhance self-service transactions and maintain strong business relationships.
Highest-signal resume keywords
Advising On Banking TransactionsPromoting Desjardins ProductsSupporting Technological ToolsBusiness DevelopmentFraud Assistance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Industry Keywords
Self-Service TransactionsBusiness RelationshipsDigital SolutionsFraud PreventionClient Support
About the role
Key responsibilities & impact- Improve the experience of members and customers by advising them on banking transactions
- Promote Desjardins products and services
- Act as an ambassador for digital solutions
- Support members and clients by identifying 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
- Refer members and clients to appropriate partners
Requirements
What you’ll need- Ability to advise members and customers on banking transactions
- Ability to promote Desjardins products and services
- Ability to help members use technological tools safely
- Ability to support members and clients with applications and technological tools
- Ability to contribute to business development and maintain business relationships
- Ability to assist members and clients who have encountered fraud or irregularities
- Ability to refer members and clients to appropriate partners
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