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 solid 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 (Sainte-Luce)
🏢 Jobtailor
📍 Sainte-Luce
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