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Advisory Agent, Member and Client Experience
Desjardins. Advise members and clients on banking transactions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong advisory skills in banking transactions while promoting financial products and services. Capable of assisting clients with technological tools and fraud-related issues in the financial services industry.
Highest-signal resume keywords
Advisory SkillsKnowledge Of FrenchClient Relationship ManagementFraud AssistanceDigital Solutions Promotion
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Industry Keywords
Financial ServicesBusiness DevelopmentService DeliveryFraud PreventionTechnological Tools
About the role
Key responsibilities & impact- Advise members and clients on banking transactions
- Promote Desjardins products and services
- Act as an ambassador for digital solutions and help members use technological tools safely
- Explain existing applications and technological tools that enable members and clients 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
- Refer fraud or irregularity cases to the appropriate partners
Requirements
What you’ll need- Knowledge of French is required
- Willingness to work in the financial services industry
- No specific experience or education required; training may be provided through The Desjardins Cooperative Institute (DCI)
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
- Training through The Desjardins Cooperative Institute (DCI) for a career suited to your skills, goals and education