Member Service Advisor

Posted on September 14, 2021. Primary Region: Winnipeg, MB

Your next job… your new joie de vivre
Manitoba’s oldest financial cooperative is inviting you to become part of its people.

We offer a sense of community, job satisfaction and room for career growth. We’re seeking bilingual candidates who are looking to plug into a respectful, progressive work environment. And don’t panic if your French isn’t perfect, we’ll be there to help you fill in the gaps with training and support.

Classification: Approximate 22-month term; Full time

We’re currently looking for people to fill the following position in: Winnipeg, at 875 Dakota Street, or 36 Lakewood Boulevard, as per Caisse’s needs.

More about the position

The Member Service Advisor (MSA) creates and sustains life-long relationships with current and new Caisse members. You actively promote customer loyalty, maintain a dedicated customer base, provide financial advice to members and offer specific investment-related products based on members’ needs. We also expect the MSA to take charge of developing and delivering training materials to new Member Service Representatives and Officers.

What you bring:
• Hands-on experience at a similar level from a caisse, credit union or bank
• Excellent knowledge of financial products such as RRSP, RESP, RRIF, GIC and TFSA
• Able to breakdown and present members with financial information and put effective solutions into practice
• Demonstrable can-do attitude on the job
• Excellent presentation and communication skills
• Able to share your knowledge and train newly-hired employees on cash drawer, daily tasks, procedures, bank transactions, etc.
• Able to answer learners’ questions and provide them with feedback and positive support
• Good, working knowledge of Microsoft Office
• Strong bilingual communication skills (French and English, written and verbal) are required

Salary is according to experience/qualifications and is accompanied by a comprehensive benefits package and incentive plan. We proudly provide a welcoming, diverse and caring workplace, work-life balance, career development, health and safety, among other rewards.

Closing Date: September 24, 2021


36 Lakewood Blvd / 875 Dakota Street
Winnipeg, MB

Job type: Term

Apply Now

Contact Information

Caisse Financial Group