Financial Account Manager

2 weeks ago

Winnipeg, Canada Assiniboine Credit Union Full time

Reporting to the Branch Manager, the Financial Account Manager’s key role is advice and service delivery. They are primarily the first contact for members and contribute to the building and retaining of member relationships through delivering seamless member service and advice to each member. The Financial Account Manager builds member relationships that add value and contribute positively to the credit union’s profitability by ensuring that the member’s needs are met as well as identifying and referring opportunities to other team members or specialists within the credit union.

**KEY ACCOUNTABILITIES**
- Proactively develop, nurture, retain and grow member relationships by identifying and ensuring their needs are met and that the relationship contributes positively to the credit union.
- Promote and provide advice on a full range of credit union products and services: new memberships, consumer loans, lines of credits, small business loans, mortgages, deposit and investment products, credit cards and estates.
- Explain to all members the terms and conditions of any credit, deposit or investment product being presented and ensuring that they are consistent with the member’s needs and risk tolerance.
- Provide investment advice and/or refer qualified prospects to specialists within the credit union or partner organizations.
- Resolve member complaints and problems when possible, referring more complex problems to the appropriate person or department - ensuring seamless member service.
- Work directly with other members of the branch advice team to ensure smooth administration of documentation and flow of referrals from the service team.
- Meet personal business targets, playing a key role in the development of strategies to facilitate goal attainment.
- Responsible for interpreting and understanding operating procedures, lending policies and security requirements and ensuring that all guidelines are adhered to.
- Stay abreast of all functional processes and procedures in order to facilitate quality and seamless advice and service delivery to ACU members.
- Understands, respects, and supports ACU’s commitment to corporate social responsibilities, respectful workplace and diversity initiatives.
- Consistently maintain current and relevant knowledge of industry trends, competitor products and strategies.
- Employees are required to keep strictly confidential the affairs of anyone whose private information becomes available to them in the course of their duties.

**QUALIFICATIONS**

**Education and experience**
This position requires a self-starter who thrives in working in a team environment with a common goal/purpose. The competencies of this position are typically required through a minimum of a grade twelve diploma plus some additional courses, preferably in the financial services field as well as two to three years of job related experience or an equivalent combination of both education and experience.
- Minimum 2-3 years of experience in providing financial advice to customers/members in a financial institution
- Experience and knowledge with Canadian investment products
- Proven experience in completing activities with accuracy and attention to detail
- Effective communication skills
- Utilizes effective problem solving skills in every day work
- Independently manages multiple tasks and priorities
- Identifies as a self-leader and a strong team player
- Knowledge of credit union products and services, policies and procedures

**WHO WE ARE?**

As a Certified B Corporation® and one of Manitoba’s Top Employers (2023), the culture of Assiniboine Credit Union is supportive of the individual while focused on the greater community. You’ll be motivated by shared values and encouraged to always think about how, through financial sustainability, we can do more for our members, our employees and our community.

Choosing to work at Assiniboine Credit Union means that you’ll be working for an organization that
- puts people, planet and prosperity first,
- values diversity and inclusion,
- is focused on social and environmental responsibility,
- supports employees through training programs and long-term career development,
- offers a competitive total compensation program which includes bonuses, a matched pension program, and health and dental benefits.

If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align.
- We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work. Applicants may request reasonable accommodation related to the materials and activities used throughout the selection process._

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