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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 customer service and support, with a strong focus on advising clients on banking transactions and digital solutions. Proficient in maintaining compliance and security standards while promoting products and services to enhance client relationships.
Highest-signal resume keywords
Customer FocusKnowledge Of Desjardins ProductsData Entry SkillsKnowledge Of Security MeasuresTech Savvy
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 Convenience ServicesKnowledge Of Operating ProceduresKnowledge Of Service StandardsFraud PreventionFinancial Transaction Support
Soft Skills
Communicates EffectivelyAction OrientedNimble LearningSituational Adaptability
Certifications & Qualifications
High School Diploma
Industry Keywords
ComplianceRisk ManagementBusiness DevelopmentFinancial EmpowermentClient Relationship 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
- Stay current on the latest standards, products and services in the field
- Adhere to compliance, security and risk management rules
- Welcome members and clients, listen to and address their needs, and support their financial empowerment
- Provide advice about banking transactions
- Promote Desjardins products, services, and available distribution channels
- Offer personalized solutions and identify business opportunities
- Refer members and clients to colleagues for specialized needs
- Advise members and clients on digital solutions
- Ensure financial transactions proceed smoothly and address issues
- Provide information and support on technological tools, including prevention and safety advice
Requirements
What you’ll need- High school diplomas in a related field
- A minimum of one year of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of all convenience services products and services
- Knowledge of Desjardins products and services for caisse members, products and services offered by Desjardins Business centres, components and distribution networks and channels, and products and services offered by competitors
- Ability to enter data in the systems
- Knowledge of security measures, legal frameworks and internal controls
- 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
- 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