Member Service Advisor

3 weeks ago


Winnipeg, Canada Caisse Financial Group Full time

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

We’re currently looking for people to fill the following position in Winnipeg (Lakewood) and Ile des Chenes.

**MEMBER SERVICE ADVISOR**

(Approximate 13-month term, Full-time)

**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
- Strong skills in sales and cross-selling techniques
- 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
- Proficiency in French is required, both written and verbal (intermediary is fine)

Salary is according to experience and 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.

**Job Types**: Full-time, Fixed term contract

Schedule:

- Day shift

**Language**:

- French and English (required)

Work Location: In person



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