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Financial Services Professional

1 month ago

Winnipeg, Manitoba, Canada Assiniboine Credit Union Full time

Key Responsibilities:

As a Financial Account Manager at Assiniboine Credit Union, you will play a key role in meeting personal business targets and developing strategies to achieve them. You will be responsible for proactively developing, nurturing, and growing member relationships by identifying and ensuring their needs are met and that the relationship contributes positively to the credit union.

Accountabilities:

  • Meet personal business targets and contribute to the development of strategies to achieve them.
  • Develop and maintain strong relationships with members by understanding their needs and providing tailored advice and services.
  • Responsible for tracking and reporting personal goals and results.
  • Promote and provide advice on a full range of credit union products and services, including new memberships, consumer loans, lines of credit, small business loans, mortgages, deposit and investment products, credit cards, and estates.
  • Explain the terms and conditions of any credit, deposit, or investment product being presented and ensure 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.
  • Work directly with other members of the branch advice team to ensure smooth administration of documentation and flow of referrals from the service team.
  • Responsible for interpreting and understanding operating procedures, lending policies, and security requirements and ensuring that all guidelines are adhered to.
  • Stay up-to-date with all functional processes and procedures to facilitate quality and seamless advice and service delivery to ACU members.
  • Understand, respect, and support 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 confidential the affairs of anyone whose private information becomes available to them in the course of their duties.

Qualifications:

This position requires a self-starter who thrives 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.

This role requires proven experience in the following areas:

  • Advice and Service
  • Negotiation
  • Credit and Adjudication
  • Investments
  • Basic accounting
  • Credit Union products and services
  • Credit Union policies, procedures, and operations

Working Hours:

This is a full-time permanent position, and the successful candidate will be required to work 37.50 hours a week, Monday to Friday, with rotation of Tuesdays to Saturdays to support branch operations.