Senior Advisor, Client Performance

Senior Advisor, Client Performance

Senior Advisor, Client Performance

Job Overview

Location
Montreal, Quebec
Job Type
Full Time Job
Job ID
61870
Date Posted
2 years ago
Recruiter
Raymond Catherine
Job Views
169

Job Description

More specifically, you will:

  • Establish and monitor the evolution of Bank client targets: forecasts, trends, division by priority segments, geographic market, etc.
  • Develop, implement and track tools and management reports to monitor our client targets and strategies
  • Develop and monitor client performance indicators by analyzing the data: lifetime value, client income, etc.
  • Work closely with analytics teams to ensure synergy, consistent use of data and adherence to analytics practices
  • Promote the analysis of client data as part of business line projects and value chains to help with business strategy, audience definition, business case hypotheses, etc.
  • Help draw up client acquisition and engagement strategies and design priority client journeys
  • Be an expert in assessing new client journey monitoring tools and their implementation: value of the client experience, monitoring client journeys, etc.

Competencies required:

  • Bachelor’s degree in a related field plus 5 years of relevant experience OR master’s degree in a related field plus 3 years of relevant experience
  • Experience with BI visualization tools (SSRS, Power BI)
  • Experience in data analysis
  • Knowledge of the financial services industry, an asset
  • Solid knowledge of Microsoft tools
  • Knowledge of Big Data environments, an asset
  • Independence, initiative, attention to detail
  • Proven ability to influence
  • Bilingualism, spoken and written (English and French)

Your benefits:

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

  • Health and wellness program, including many benefits
  • Flexible group insurance
  • Defined benefit pension plan
  • Employee Share Ownership Plan
  • Employee and family assistance program
  • Preferred banking services
  • Volunteer program
  • Telemedicine
  • Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic. 

Job ID: 61870

Similar Jobs

Puma

Full Time Job

Senior advisor, client performance Senior advisor, client performance

YOUR MISSIONThis role is responsible for Sales and Inventories, Product Margins ...

Full Time Job

Beam Suntory

Full Time Job

Senior advisor, client performance Senior advisor, client performance

What makes this a great opportunity?The successful candidate in this position wi...

Full Time Job

Puma

Full Time Job

Senior advisor, client performance Senior advisor, client performance

ResponsibilitiesTrack, manage and validate new system/process implementationSupp...

Full Time Job

Cigna

Full Time Job

Senior advisor, client performance Senior advisor, client performance

The job profile for this position is Financial Analysis Advisor, which is a Band...

Full Time Job

Cookies

This website uses cookies to ensure you get the best experience on our website.

Accept