Client Experience Specialist

2 weeks ago

Montreal, Quebec, Canada Desjardins Full time

As a key member of our team, you will play a vital role in delivering exceptional client experiences and ensuring our members and clients feel valued and supported. Your primary responsibility will be to provide personalized advice and guidance to help them achieve their financial goals, while promoting our organization's cooperative values and products.

Key responsibilities include:

  • Supporting members and clients in their financial empowerment journey
  • Providing expert advice on banking transactions and promoting our products and services
  • Identifying business opportunities and referring clients to colleagues who can provide specialized support
  • Staying up-to-date on the latest standards, products, and services in the field
  • Upholding compliance, security, and risk management standards

We offer a competitive salary and annual bonus, 4 weeks of flexible vacation, a defined benefit pension plan, group insurance, and reimbursement of health and wellness expenses and telework equipment.

To be successful in this role, you will need:

  • A 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, communicative, customer-focused, adaptable, and tech-savvy individuals are encouraged to apply.

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