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Financial Services Agent
DesjardinsFinancial Services Agent providing excellent customer service and financial solutions to support clients. Collaborating with personal finance advisors to enhance member service experience.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills by effectively identifying and addressing members' and customers' needs while collaborating with personal finance advisors to enhance service delivery in the financial services industry.
Highest-signal resume keywords
Customer ServiceCollaborationFinancial Services Industry KnowledgeNeeds AssessmentCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Warm WelcomingCourteous InteractionQuick Problem Solving
Industry Keywords
Financial ServicesPersonal FinanceClient SupportTransaction OperationsDistribution Channels
About the role
Key responsibilities & impact- Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own
- Welcoming members and customers warmly and courteously, quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels
- Work in collaboration with personal finance advisors and improve the service offered to members.
Requirements
What you’ll need- Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application.
- Our recruiters will contact you to find the job best suited to your career goals.
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