Demonstrates expertise in financial products and services, providing personalized solutions and support to clients while ensuring compliance and risk management standards are upheld. Proficient in advising on digital solutions and maintaining strong business relationships through effective communication and customer focus.

Highest-signal resume keywords

Financial Products KnowledgeCustomer FocusCompliance StandardsDigital Solutions AdvisoryFraud Prevention

About the role

Key responsibilities & impact

Welcome members and clients, listen to and address their needs, and help with financial empowerment
Promote the organization's cooperative values through member and client support
Support and advise members and clients on financial products and services and promote available distribution channels
Open accounts and assist with financial transactions while offering personalized solutions
Identify business opportunities and refer members and clients to colleagues for specialized needs
Advise members and clients on digital solutions and their use
Ensure financial transactions proceed smoothly and address arising issues
Provide information and support on technological tools, including prevention and safety advice
Explain applications and technological tools 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 monitor/process transactions to settle cases
Stay current on standards, products, and services
Uphold compliance, security, and risk management standards

Requirements

What you’ll need

High school diplomas in a related field
A minimum of three years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Knowledge of all counter and convenience products and services
Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors
Knowledge of integrating data into systems
Knowledge of security measures, legal framework and internal controls
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of operating procedures related to convenience products and services and 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

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial TransactionsAccount OpeningData IntegrationCounter Products KnowledgeConvenience Products Knowledge

Soft Skills

Effective CommunicationAction OrientedSituational AdaptabilityNimble LearningUnderstanding Differences

Tools & Technologies

Technological ToolsDigital Solutions

Industry Keywords

Financial Services CooperativesService StandardsRisk ManagementSecurity MeasuresLegal Framework