FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Advisory Agent, Member and Client Experience
DesjardinsOn-site Desjardins banking advisor supporting Rimouski members with transactions, financial products, fraud assistance, and digital tools. Promoting cooperative financial services while identifying needs and referring specialized opportunities.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing support for banking transactions and technological tools, with a strong focus on compliance, security, and risk management. Proficient in advising clients on Desjardins products and services while identifying business opportunities.
Highest-signal resume keywords
Knowledge Of FrenchExperience In Financial ServicesUnderstanding Of Compliance And Security MeasuresKnowledge Of Desjardins Products And ServicesAbility To Enter Data In Systems
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data EntryKnowledge Of Convenience ServicesUnderstanding Of Financial Services CooperativesKnowledge Of Operating ProceduresKnowledge Of Security Measures
Soft Skills
Client SupportRelationship ManagementProblem SolvingCommunication
Tools & Technologies
Technological ToolsSelf-Service Applications
Industry Keywords
Service StandardsFraud PreventionBusiness DevelopmentDistribution ChannelsFinancial Transactions
About the role
Key responsibilities & impact- Support members and clients with technological tools and applications for self-service transactions
- 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
- Adhere to compliance, security and risk management rules
- Support and advise members and clients on banking transactions
- Promote Desjardins products, services and distribution channels
- Offer personalized solutions and identify business opportunities
- Refer members and clients to colleagues for specialized needs
- Advise members and clients on digital solutions
- Ensure financial transactions proceed smoothly and address issues
- Provide information and support on technological tools, prevention and safety
Requirements
What you’ll need- High school diploma in a related field
- Minimum of two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Knowledge of convenience services products and services
- Knowledge of Desjardins products and services, business centres, distribution networks and channels, and competitors' products and services
- Ability to enter data in systems
- Knowledge of security measures, legal frameworks and internal controls
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of operating procedures for convenience products and services and automated and assisted transactions
- Knowledge of service standards
Benefits
Comp & perks- Equity, diversity, inclusion and accessibility commitment
- Workplace accommodations available at any stage of the recruitment process