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Client Experience Advisor

3 months ago

Montreal, Quebec, Canada Desjardins Full time

As a Client Experience Advisor, your role is pivotal in enhancing the overall satisfaction of our members and clients. You will ensure that they feel valued and understood, addressing their unique needs while promoting financial empowerment. Your contributions will reflect the cooperative values of Desjardins through the exceptional support you provide.

In this position, you will:

  • Guide members and clients in utilizing existing applications and technological tools to facilitate their transactions independently.
  • Play a key role in business growth by nurturing relationships through effective service delivery and engagement activities.
  • Assist members and clients who have experienced fraud or discrepancies, overseeing the necessary transactions to resolve their concerns.
  • Stay informed about the latest standards, products, and services within the financial sector.
  • Ensure adherence to compliance, security, and risk management protocols.

What we offer:

  • Competitive salary along with an annual bonus.
  • Four weeks of flexible vacation starting from your first year.
  • A defined benefit pension plan that guarantees stable income during retirement.
  • Group insurance coverage, including telemedicine services.
  • Reimbursement for health and wellness expenses as well as telework equipment.

What you bring to the table:

  • A high school diploma in a relevant field.
  • A minimum of three years of pertinent experience.
  • Knowledge of French is essential.
  • Familiarity with all counter and convenience products and services.
  • Understanding of Desjardins products and services tailored for caisse members and those provided by business centers and distribution networks.
  • Experience in data integration into systems.
  • Awareness of security measures, legal frameworks, and internal controls.
  • Comprehension of the philosophy and fundamentals of financial services cooperatives.
  • Knowledge of operational procedures related to convenience products and services.
  • Familiarity with service standards.

#LI-Hybrid

Trade Union: Non-unionized