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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 banking transactions and digital solutions while ensuring compliance with security and risk management standards. Possesses strong customer focus and the ability to identify business opportunities through personalized financial solutions.
Highest-signal resume keywords
Customer FocusKnowledge Of FrenchTech SavvyAction OrientedEffective Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Customer FocusEffective CommunicationAction OrientedNimble LearningSituational Adaptability
Tools & Technologies
Technological ToolsDigital Solutions
Industry Keywords
Banking TransactionsFraud PreventionComplianceRisk ManagementBusiness Development
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 the field
- Adhere to compliance, security and risk management rules
- Support and provide advice to members and clients about banking transactions
- Promote Desjardins products, services, and available distribution channels
- Offer personalized financial solutions and identify business opportunities
- Refer members and clients to colleagues with specialized expertise
- 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 two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- 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