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Advisory Agent, Member and Client Experience
Desjardins. Welcome members and clients, listen to and address their needs, and help with financial empowerment .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial empowerment and client advisory, with a strong focus on promoting banking products and services. Proficient in providing personalized solutions and maintaining business relationships while ensuring compliance with security and risk management standards.
Highest-signal resume keywords
Financial EmpowermentClient AdvisoryBusiness DevelopmentCompliance ManagementBilingual in French
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Banking TransactionsFraud PreventionDigital SolutionsTechnological ToolsService Delivery
Soft Skills
ListeningProblem SolvingCommunicationRelationship Management
Certifications & Qualifications
High School Diploma
Industry Keywords
Financial ServicesRisk ManagementBusiness OpportunitiesClient NeedsProduct Promotion
About the role
Key responsibilities & impact- Welcome members and clients, listen to and address their needs, and help with 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
- Provide information and support on technological tools, including prevention and safety advice
- Explain technological tools and applications that enable members and clients to complete transactions independently
- 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
Benefits
Comp & perks- Part-time temporary on-call position
- Full-time on-site work arrangement stated for the position