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Advisory Agent – Member and Client Experience
Desjardins. Support members and clients by explaining technological tools and applications for 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 digital solutions and financial transactions while ensuring compliance with security and risk management standards. Possesses strong customer focus and effective communication skills to enhance member satisfaction.
Highest-signal resume keywords
Customer FocusEffective CommunicationTech SavvyCompliance AdherenceAction Oriented
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 PreventionBusiness DevelopmentDigital SolutionsSelf-Service Transactions
Soft Skills
Situational AdaptabilityNimble Learning
Industry Keywords
BankingService DeliveryCooperative ValuesClient SatisfactionRisk Management
About the role
Key responsibilities & impact- Support members and clients by explaining technological tools and applications for 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 with the latest standards, products and services in the field
- Promote Desjardins products, services and distribution channels
- Provide advice about banking transactions and personalized financial solutions
- Identify business opportunities and refer members and clients to colleagues with specialized expertise
- Advise members and clients on digital solutions and technological tools
- Ensure financial transactions go smoothly and address issues that arise
- Provide information and support regarding technology use, prevention and safety
- Promote the organization's cooperative values and help improve member and client satisfaction
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
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Nimble learning
- Situational adaptability
- Tech savvy
Benefits
Comp & perks- Full-time on-site work arrangement
- Part-time temporary on-call position