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Client Experience Specialist

2 months ago

Ottawa, Ontario, Canada Desjardins Full time

Job Summary

We are seeking a highly skilled and experienced professional to join our team as a Financial Services Advisor. As a key member of our team, you will be responsible for providing exceptional client service and support to our members and clients.

Key Responsibilities

  • Support members and clients by educating them on existing applications and technological tools that can help them conduct transactions and operations independently.
  • Contribute to business development and maintain business relationships through service delivery and activities.
  • Assist members and clients who have encountered fraud or irregularities, and ensure they are referred to the appropriate partners.
  • Stay up-to-date on the latest standards, products, and services in your field.
  • Uphold compliance, security, and risk management standards.

Requirements

  • High school diploma in a related field.
  • A minimum of two years of relevant experience.
  • Strong communication skills in both French and English, both oral and written.
  • Knowledge of all counter and convenience products and services.
  • Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels, and those of competitors.
  • Knowledge of integrating data into systems.
  • Knowledge of security measures, legal framework, and internal controls.
  • Understanding of the philosophy and fundamentals of financial services cooperatives.
  • Knowledge of operating procedures related to convenience products and services and automated and assisted transactions.
  • Knowledge of service standards.
  • Available for travel in the Ottawa area and Eastern Ontario.
  • Available to work Saturdays and Thursday evenings.

What We Offer

  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • A competitive compensation package.