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Client Experience Consultant

3 months ago

Montreal, Quebec, Canada Desjardins Full time

Position Overview:

The role is structured as a full-time on-site position.

As a Client Experience Consultant, your primary focus is to enhance the overall experience for members and clients, ensuring their satisfaction. This involves creating a welcoming atmosphere, actively listening to their needs, and facilitating their financial empowerment. You embody the cooperative values of the organization through the exceptional support you provide.

Your responsibilities include advising members and clients on their banking transactions, promoting the full range of Desjardins products and services, and guiding them through various distribution channels. By being attentive to their requirements, you can offer tailored solutions that meet their specific needs. Additionally, you will identify potential business opportunities and refer members and clients to colleagues who can assist with specialized inquiries.

You will also serve as a proud advocate for digital solutions, guiding members and clients in their usage. Ensuring seamless financial transactions while addressing any challenges that may arise is a key aspect of your role. Furthermore, you will provide information and support regarding technological tools, sharing insights on prevention and safety.

Key Responsibilities:

  1. Assist members and clients by informing them about available applications and technological tools that enable them to conduct transactions independently.
  2. Contribute to business growth and maintain relationships through effective service delivery and engagement activities.
  3. Support members and clients who have experienced fraud or discrepancies, ensuring they are directed to the appropriate resources.
  4. Stay informed about the latest standards, products, and services in the financial sector.
  5. Adhere to compliance, security, and risk management protocols.

What We Offer:

  1. Competitive salary with an annual bonus structure.
  2. Four weeks of flexible vacation starting from the first year.
  3. A defined benefit pension plan ensuring stable income during retirement.
  4. Group insurance coverage, including telemedicine services.
  5. Reimbursement for health and wellness expenses, as well as telework equipment.

Eligibility criteria apply for benefits.

Qualifications:

  1. High school diploma in a relevant field.
  2. A minimum of two years of pertinent experience.
  3. Other combinations of qualifications and relevant experience may be considered.
  4. Proficiency in French is required.
  5. Familiarity with all counter and convenience products and services.
  6. Understanding of the principles and fundamentals of financial services cooperatives.
  7. Knowledge of operational procedures related to convenience products and services, as well as automated and assisted transactions.

Core Competencies:

Action-oriented, effective communication, customer-focused, adaptability to diverse situations, and technological proficiency.

At Desjardins, we are committed to equity, diversity, and inclusion. We strive to welcome, respect, and value individuals for their unique contributions, learning from their differences and fostering a positive workplace for all. We maintain a zero-tolerance policy for discrimination of any kind, ensuring our teams reflect the diversity of the members, clients, and communities we serve.

If you require any accommodations during the recruitment process, please inform us, and we will be happy to assist.