Client Advisory Specialist

4 weeks ago


Saguenay, Quebec, Canada Desjardins Full time

Position Overview

This is a temporary role requiring full-time, on-site engagement.

The selected candidate will be responsible for executing a variety of operational tasks related to the processes associated with caisse products and services. Key responsibilities include:

  • Processing and reconciling diverse reports and requests across all caisse sectors, including but not limited to Shared Services Centre reports, clearing operations, direct deposits and withdrawals, and monitoring of account statuses.
  • Inputting, validating, and securely storing data within the system.
  • Facilitating communication with relevant Desjardins components, such as the Shared Services Centre and Business Centre, while managing transaction notices and following up with members and customers as per established protocols.
  • Conducting search requests and organizing information in accordance with set procedures.
  • Managing filing and document organization, including purging and storage, in compliance with current regulations.
  • Handling transactional and informational inquiries from the AccèsD Contact Centre, providing tailored solutions to ensure member and customer satisfaction.
  • Ensuring timely completion of tasks while adhering to prescribed quality standards.
  • Maintaining transaction security and operational integrity in line with existing policies and practices.

Qualifications

  • High school diploma in a relevant field.
  • A minimum of two years of pertinent experience.
  • Other combinations of qualifications and relevant experience may be considered.
  • Proficiency in French is mandatory.
  • Familiarity with all products and services available to caisse members and those offered by Desjardins business centres.
  • Understanding of data integration into systems.
  • Knowledge of security protocols, legal frameworks, and internal controls.
  • Comprehension of the principles and fundamentals of financial services cooperatives.
  • Awareness of operational procedures related to convenience products and services.
  • Understanding of service standards.

Skills such as result-driven focus and situational adaptability are essential for success in this role.

#LI-Onsite

Trade Union

Caisses et Centres du SLSJ - CSN



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