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 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
Core Competencies Demonstrates expertise in providing support for banking transactions and technological tools, with a robust 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 French
Experience In Financial Services
Understanding Of Compliance And Security Measures
Knowledge Of Desjardins Products And Services
Ability To Enter Data In Systems
Hard Skills Data Entry
Knowledge Of Convenience Services
Understanding Of Financial Services Cooperatives
Knowledge Of Operating Procedures
Knowledge Of Security Measures
Soft Skills Client Support
Relationship Management
Problem Solving
Communication
Industry Keywords Service Standards
Fraud Prevention
Business Development
Distribution Channels
Financial Transactions
Tools & Technologies Technological Tools
Self-Service Applications

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📌 Advisory Agent, Member and Client Experience (Quebec City)
🏢 Jobtailor
📍 Quebec City