Advisory Agent, Member and Client Experience

Jobtailor; Rimouski; On-site; CAD 40,000 - 55,000; Full time

Job summary

Jobtailor is seeking a client support professional in Quebec to assist members with banking-related technology and transactions. You will help maintain business relationships, address fraud issues, and promote Desjardins products and services, while ensuring compliance and security in all activities.

The role emphasizes data entry accuracy, understanding of financial services cooperation, and ability to identify new business opportunities through personalized solutions and collaboration with

Qualifications

• High school diploma in a related field.
• Minimum of two years of relevant experience.
• Knowledge of French is required.
• 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.

Responsibilities

• 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

Skills

Knowledge Of French

Client Support

Relationship Management

Problem Solving

Communication

Experience In Financial Services

Understanding Of Compliance And Securi

Knowledge Of Desjardins Products

Ability To Enter Data In Systems

Education

High school diploma in a related field

Tools

Technological Tools

Self-Service Applications

Job description

• 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 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 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