Senior business strategy advisor developing plans, intelligence, and strategic initiatives for Desjardins. Advising stakeholders and decision - making bodies on complex organizational transformation projects.
About the role
- Desjardins member and client service advisor supporting transactions, fraud-related needs, and business relationships. Promoting digital tools and compliant financial services.
Responsibilities
- Support members and clients with their operations and transactions
- Inform members and clients about digital applications and technology tools to promote self-service
- Contribute to business development and the maintenance of business relationships through the delivery of services and activities
- Support members and clients who have experienced fraud or irregularities and refer them to designated partners
- Stay up to date on developments related to standards, products, and services within the area of activity
- Comply with compliance, security, and risk-management rules
Requirements
- Other combinations of education and relevant experience may be considered
- Knowledge of all Desjardins products and services related to day-to-day banking and convenience services
- Knowledge of all Desjardins products and services intended for caisse members, as well as those offered by Desjardins Business Centres, the organization’s components, distribution networks and channels, and competitors
- Knowledge of data integration into systems
- Knowledge of security measures, legal frameworks, and internal controls
- Knowledge of the philosophy and operations of a financial services cooperative
- Knowledge of operational procedures related to convenience products and services, as well as automated and assisted transactions
- Knowledge of service standards
- Action-oriented
- Communicates effectively
- Customer-focused
- Values differences
- Nimble learning
- Situational adaptability
- Tech-savvy
- Must comply with applicable compliance, security, and risk-management rules
Benefits
- Accommodations available at any stage of the recruitment process
- Commitment to equity, diversity, and inclusion
- Positive and inclusive workplace
- Trade union coverage, where applicable
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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