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Advisory Agent, Member and Client Experience
Desjardins. Support members and clients by explaining technological tools and applications that enable them to complete transactions and operations independently .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in advising clients on banking transactions and digital solutions while ensuring compliance with security and risk management standards. Possesses strong customer focus and effective communication skills to support members in navigating technological tools and services.
Highest-signal resume keywords
Customer FocusEffective CommunicationTech SavvyKnowledge of FrenchAction Oriented
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Nimble LearningSituational Adaptability
Tools & Technologies
Technological ToolsDigital Solutions
Industry Keywords
Banking TransactionsFraud PreventionService DeliveryComplianceRisk Management
About the role
Key responsibilities & impact- Support members and clients by explaining technological tools and applications that enable them to complete transactions and operations independently
- 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
- Advise members and clients about banking transactions, products, services, and distribution channels
- Offer personalized solutions by identifying members' and clients' needs and business opportunities
- Refer members and clients to colleagues for specialized needs
- Promote digital solutions and advise members and clients on their use
- Ensure financial transactions proceed smoothly and address issues that arise
- Provide information and support on technological tools, including prevention and safety advice
- Stay current with standards, products, and services
- Follow compliance, security, and risk management rules
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
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Nimble learning
- Situational adaptability
- Tech savvy
Benefits
Comp & perks- Equity, diversity and inclusion commitment
- Accessibility accommodations at any stage in the recruitment process
- Part-time employment
- Temporary on-call position