Demonstrates expertise in financial services, providing personalized solutions and support to clients while ensuring compliance with security and risk-management standards. Proficient in advising on digital solutions and maintaining strong business relationships through effective communication and service delivery.

Highest-signal resume keywords

Knowledge Of Desjardins Products And ServicesCustomer FocusKnowledge Of Security MeasuresAbility To Enter Data In The SystemsKnowledge Of Convenience Services Products

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 about banking transactions
Promote Desjardins products and services and available distribution channels
Offer personalized solutions based on members' and clients' needs
Identify business opportunities and refer members and clients to colleagues with specialized expertise
Advise members and clients on digital solutions and their use
Ensure financial transactions proceed smoothly and address issues that arise
Provide information and support on technological tools, including prevention and safety advice
Tell members about technological tools and applications that enable self-service transactions
Contribute to business development and maintain business relationships through service delivery and activities
Assist members and clients affected by fraud or irregularities and refer them to appropriate partners
Stay current on standards, products and services
Follow compliance, security and risk-management rules

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
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
Understanding of the philosophy and fundamentals of financial services cooperatives
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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Knowledge Of Convenience Services ProductsKnowledge Of Desjardins Products And ServicesAbility To Enter Data In The SystemsKnowledge Of Security MeasuresUnderstanding Of Financial Services Cooperatives

Soft Skills

Communicates EffectivelyCustomer FocusAction OrientedSituational AdaptabilityNimble Learning

Tools & Technologies

Technological ToolsDigital Solutions

Industry Keywords

ComplianceRisk ManagementBusiness DevelopmentFinancial TransactionsService Standards