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Member and Client Experience Advisor
Desjardins. Support members and clients with their operations and transactions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Desjardins products and services, compliance, security, and risk management within financial services. Effectively supports clients and members through operational procedures and promotes self-service technology tools.
Highest-signal resume keywords
Knowledge Of Desjardins ProductsKnowledge Of Compliance And Risk ManagementCustomer-FocusedTech-SavvyEffective Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Knowledge Of Data IntegrationKnowledge Of Operational ProceduresKnowledge Of Security MeasuresKnowledge Of Service StandardsKnowledge Of Financial Services Cooperative Operations
Soft Skills
Action-OrientedValues DifferencesNimble LearningSituational Adaptability
Industry Keywords
Financial ServicesFraud PreventionBusiness DevelopmentSelf-Service TechnologyClient Support
About the role
Key responsibilities & impact- Support members and clients with their operations and transactions
- Inform members and clients about digital applications and technology tools to promote self-service
- Contribute to business development and the maintenance of business relationships through the delivery of services and activities
- Support members and clients who have experienced fraud or irregularities and refer them to designated partners
- Stay up to date on developments related to standards, products, and services within the area of activity
- Comply with compliance, security, and risk-management rules
Requirements
What you’ll need- Other combinations of education and relevant experience may be considered
- Knowledge of all Desjardins products and services related to day-to-day banking and convenience services
- Knowledge of all Desjardins products and services intended for caisse members, as well as those offered by Desjardins Business Centres, the organization’s components, distribution networks and channels, and competitors
- Knowledge of data integration into systems
- Knowledge of security measures, legal frameworks, and internal controls
- Knowledge of the philosophy and operations of a financial services cooperative
- Knowledge of operational procedures related to convenience products and services, as well as automated and assisted transactions
- Knowledge of service standards
- Action-oriented
- Communicates effectively
- Customer-focused
- Values differences
- Nimble learning
- Situational adaptability
- Tech-savvy
- Must comply with applicable compliance, security, and risk-management rules
Benefits
Comp & perks- Accommodations available at any stage of the recruitment process
- Commitment to equity, diversity, and inclusion
- Positive and inclusive workplace
- Trade union coverage, where applicable