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Advisory Agent – Member and Client Experience
Desjardins. Support members and clients by explaining technological tools and applications that enable self-service transactions and operations .
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. Proficient in supporting clients with technological tools and addressing issues related to financial transactions.
Highest-signal resume keywords
Client SupportBanking TransactionsDigital SolutionsCompliance AdherenceFrench Language Proficiency
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 TransactionsFraud PreventionRisk ManagementBusiness DevelopmentService Delivery
Soft Skills
CommunicationRelationship ManagementProblem Solving
Tools & Technologies
Technological ToolsSelf-Service Applications
Industry Keywords
Desjardins ProductsDistribution ChannelsSecurity Standards
About the role
Key responsibilities & impact- Support members and clients by explaining technological tools and applications that enable self-service transactions and operations
- 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 standards, products and services in the field
- Advise members and clients about banking transactions, Desjardins products and services, distribution channels and digital solutions
- Ensure financial transactions proceed smoothly and address issues that arise
- 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 two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Adhere to compliance, security and risk management rules
Benefits
Comp & perks- Equity, diversity and inclusion commitment
- Accessibility accommodations at any stage in the recruitment process
- Trade union coverage (if applicable)