Caisse Alliance has nearly 300 employees working in 30 branches in 24 communities in Northern Ontario. Offering quality financial services to approximately 50,000 members, Caisse Alliance is proud to support the economic development of its region and remains a solid example of cooperation. Caisse Alliance is a financial services cooperative offering a full range of quality products and services.
On-site · Verner
The financial services agent provides clerical and operational support to personal finance and credit advisors to facilitate member transactions. They assist in managing member files, processing financial products, and ensuring accurate data entry within the cooperative's systems.
On-site · North Bay
The member services representative performs monetary transactions and assists clients with their financial needs. They also provide advice on financial products and services while ensuring high levels of customer satisfaction.
On-site · Timmins
The Financial Services Agent provides administrative and operational support to financial planners and wealth management advisors. They act as a primary point of contact for members, assisting with investment products, account maintenance, and meeting coordination.
On-site · Hearst
The Business Services Advisor supports the business team by performing analysis and sales support activities for small business and association members. They are responsible for developing personalized business relationships, managing accounts, and promoting the financial products and services of the Caisse.
On-site · Verner
The Business Financial Services Agent supports account managers and advisors by performing clerical, operational, and sales support tasks for business members. They assist in managing business relationships, processing loan disbursements, and facilitating the use of financial products and services.
On-site
The member services representative assists clients with monetary transactions and provides guidance on financial products and services. They are responsible for identifying sales opportunities, ensuring member satisfaction, and maintaining accurate records of all transactions.
On-site · Hearst
The Wealth Management Financial Services Agent supports financial planners and advisors by performing clerical, operational, and sales support tasks. They act as a primary point of contact for members, assisting with investment products, account openings, and maintaining accurate financial records.
On-site
The Financial Services Agent provides operational and sales support to account managers by coordinating business financing activities and assisting members with products. They are responsible for processing loan disbursements, managing account openings, and identifying new business opportunities.
On-site · Hearst
Process member transactions such as deposits, withdrawals, bill payments, account changes, and transfers, while preparing and recording supporting documents and balancing the cash drawer. Assess members’ needs, recommend and sell suitable financial products and services, answer questions, refer members to appropriate services, and report suspicious activity or potential fraud.
On-site · Timmins
The account manager is responsible for prospecting, developing, and maintaining business relationships with small and medium-sized commercial, industrial, and agricultural clients. They perform financial analyses to recommend credit requests and promote the cooperative's financial products to drive business growth.
