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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 financial solutions and technological tools while ensuring compliance with security and risk management standards. Possesses strong customer focus and adaptability to meet diverse client needs.
Highest-signal resume keywords
Knowledge Of Desjardins Products And ServicesCustomer FocusAbility To Enter Data In The SystemsKnowledge Of Security MeasuresTech Savvy
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Knowledge Of Convenience Services ProductsKnowledge Of Operating ProceduresKnowledge Of Service StandardsExperience In Fraud PreventionData Entry Skills
Soft Skills
Communicates EffectivelyAction OrientedNimble LearningSituational Adaptability
Certifications & Qualifications
High School Diploma
Industry Keywords
ComplianceRisk ManagementBusiness DevelopmentFinancial TransactionsDigital Solutions
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
- Support and provide advice to members and clients about their banking transactions
- Promote all Desjardins products and services and available distribution channels
- Offer personalized financial solutions based on members' and clients' needs
- Identify business opportunities and refer members and clients to colleagues for specialized needs
- Advise members and clients on digital solutions
- Ensure financial transactions proceed smoothly and address issues
- 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 one year of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- 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
- Ability to enter data in the systems
- Knowledge of security measures, legal frameworks and internal controls
- Knowledge of operating procedures related to convenience products and services and automated and assisted 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