Client Experience Advisory Specialist
4 weeks ago
Position Overview
This is a temporary role focused on enhancing member and client experiences within a financial services environment.
As a Client Experience Advisory Specialist, your primary responsibility is to ensure that members and clients receive exceptional service and support. You will play a crucial role in making them feel valued and understood, addressing their needs effectively, and guiding them towards financial empowerment. Your contributions will reflect the cooperative values of the organization through the assistance you provide.
Key Responsibilities
- Assist members and clients by introducing them to existing applications and technological tools that facilitate self-service transactions.
- Foster business growth and maintain relationships through effective service delivery and engagement activities.
- Support members and clients facing issues related to fraud or discrepancies, ensuring timely resolution of their cases.
- Stay informed about the latest standards, products, and services relevant to your role.
- Adhere to compliance, security, and risk management protocols.
Qualifications
- High school diploma in a relevant field.
- A minimum of three years of applicable experience.
- Other combinations of qualifications and relevant experience may be considered.
- Proficiency in French is required.
- Comprehensive knowledge of all counter and convenience products and services.
- Familiarity with Desjardins products and services for caisse members and offerings from business centers and distribution networks.
- Understanding of data integration into systems.
- Awareness of security measures, legal frameworks, and internal controls.
- Knowledge of the principles and fundamentals of financial services cooperatives.
- Familiarity with operating procedures related to convenience products and services.
- Understanding of service standards.
Skills
- Effective communication abilities.
- Adaptability to various situations.
- Technological proficiency.
#LI-Onsite
Trade Union
CAISSE DE RIMOUSKI (T: 60003)
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