Client Experience and Advisory Services Specialist
2 weeks ago
The Client Experience and Advisory Services Specialist plays a vital role in ensuring members and clients have a positive experience with Desjardins. This includes providing exceptional support, addressing needs, and promoting the organization's cooperative values.
Key Responsibilities- Support members and clients by educating them on existing applications and technological tools to facilitate transactions and operations.
- 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 the field.
- Uphold compliance, security, and risk management standards.
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
- High school diploma in a related field
- A minimum of three years of relevant experience
- Knowledge of French is required
- 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 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
- Action-oriented, communicates effectively, customer-focused, difference-aware, nimble learner, situational adaptable, and tech-savvy
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