FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Advisory Agent, Member and Client Experience
Desjardins. Support members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own .
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 building business relationships and providing personalized financial solutions to enhance client empowerment.
Highest-signal resume keywords
Bilingual Communication SkillsKnowledge of Desjardins Products and ServicesExperience in Client SupportUnderstanding of Compliance and Risk ManagementKnowledge of Convenience Services Products
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client SupportFraud PreventionBanking TransactionsDigital Solutions AdvisoryService Standards Knowledge
Soft Skills
Interpersonal SkillsActive ListeningProblem-Solving
Industry Keywords
Business DevelopmentFinancial EmpowermentService DeliveryAutomated TransactionsConvenience Services
About the role
Key responsibilities & impact- Support members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own
- Contribute to business development and maintain business relationships through service delivery and activities
- Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners
- Stay on top of the latest standards, products and services in your 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 and promote Desjardins products, services, and distribution channels
- Offer personalized solutions, identify business opportunities, and refer members and clients to colleagues with specialized expertise
- Advise members and clients on digital solutions and support the use of technological tools
- Ensure financial transactions go smoothly and address issues that arise
- Provide information and support regarding prevention and safety
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
- Fortes habiletés de communication en français et en anglais, tant à l’oral qu’à l’écrit en raison de la nature des tâches, des outils de travail ou d’interactions avec des partenaires ou membres et clients
- 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
- Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
- Knowledge of service standards
Benefits
Comp & perks- Temporary 12 month position (On call)