Demonstrates expertise in financial services, customer relationship management, and compliance standards while effectively advising clients on financial products and services. Proficient in utilizing technological tools to enhance client transactions and ensure security measures are upheld.

Highest-signal resume keywords

Financial Services KnowledgeCustomer FocusCompliance StandardsTech SavvyFrench Language Proficiency

About the role

Key responsibilities & impact

Welcome members and clients, listen to and address their needs, and help with 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
Ensure financial transactions proceed smoothly and address issues that arise
Provide information and support on technological tools, including prevention and safety advice
Recommend applications and technological tools that enable members and clients to complete transactions independently
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 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
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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Transaction ProcessingData IntegrationKnowledge of Desjardins ProductsCounter Products KnowledgeOperating Procedures Knowledge

Soft Skills

Effective CommunicationAction OrientedSituational AdaptabilityNimble LearningCustomer Relationship Management

Tools & Technologies

Technological Tools for TransactionsDigital SolutionsFraud Prevention Tools

Industry Keywords

Financial EmpowermentBusiness DevelopmentService StandardsRisk ManagementLegal Framework