Financial Services Professional

4 weeks 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.

Key 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 advice on credit union products and services.
  • Responsible for tracking and reporting personal goals and results.
  • Provide advice and guidance on a full range of credit union products and services, including 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 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.
  • 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.


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