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Advisory Agent, Member and Client Experience
Desjardins. Welcome members and clients, listen to and address their needs, and support their financial empowerment .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial product knowledge, client relationship management, and compliance with security and risk management standards. Proficient in advising clients on technological tools for self-service transactions and maintaining business relationships through effective service delivery.
Highest-signal resume keywords
Financial Product KnowledgeClient Relationship ManagementFraud Prevention and ResolutionCompliance and Risk ManagementBilingual in French
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial TransactionsData IntegrationOperating ProceduresService StandardsCounter Products Knowledge
Soft Skills
Customer ServiceCommunicationProblem Solving
Tools & Technologies
Technological Tools for Self-ServiceDigital Solutions
Industry Keywords
Financial Services CooperativesBusiness DevelopmentFraud ManagementCompliance Standards
About the role
Key responsibilities & impact- Welcome members and clients, listen to and address their needs, and support their financial empowerment
- Support and advise members and clients on available financial products and services
- Promote available distribution channels and digital solutions
- Open accounts and assist with financial transactions
- Identify business opportunities and refer members and clients to colleagues for specialized needs
- Help members and clients use technological tools and provide prevention and safety advice
- 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 affected by fraud or irregularities
- Monitor and process transactions required to settle fraud or irregularity cases
- Stay current on standards, products and services
- Uphold compliance, security and risk management standards
Requirements
What you’ll need- High school diplomas in a related field
- A minimum of three years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Knowledge of all counter and convenience products and services
- Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors
- Knowledge of integrating data into systems
- Knowledge of security measures, legal framework and internal controls
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of operating procedures related to convenience products and services and transactions
- Knowledge of service standards
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