- 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

#J-18808-Ljbffr

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