Bilingual Member Service Advisor - Winnipeg, Canada - Caisse Financial Group

Caisse Financial Group

Verified Company

Winnipeg, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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 (Dakota).

MEMBER SERVICE ADVISOR
(Full-time, permanent)

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:

Handson 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 cando attitude on the job
Excellent presentation and communication skills
Strong skills in sales and crossselling techniques
Able to share your knowledge and train newlyhired 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, Permanent

Schedule: