Associate Financial Consultant-| St. Claude Branch
2 days ago
KEY ACCOUNTABILITIES Holistically onboard new members by engaging in meaningful conversations that uncover both current priorities and potential future financial needs, advising on the appropriate day-to-day banking options while promoting and supporting the use of digital banking tools and services. Support members with introductory investment needs, offering clear information and guidance on products such as term deposits and registered plans (e.g., RRSPs, TFSAs, FHSAs), and referring to specialists for more complex investment advice when appropriate. Provide personalized guidance on everyday financial needs, helping members understand and access foundational solutions—including basic credit applications for personal loans, lines of credit, and credit cards Support members with simple estate account processing, provide clear guidance while ensuring accurate documentation and timely handling; refer complex estate needs to appropriate experts for specialized support. Responsible for opening business memberships, processing changes to signing authorities, and supporting simple business investment needs, while identifying and referring potential opportunities to specialist for more complex financial solutions. Ensure all inquiries and requests for information is completed accurately and efficiently. Achieve meeting personal and referral targets, as well as working in collaboration to successfully achieve overall branch targets. Develop and maintain a working knowledge of processes, procedures, and industry trends—including competitor products and strategies—to ensure the consistent, high-quality delivery of sales and service to members. Maintain professional confidentiality and privacy at all times. Responsible for compliance and risk management, through the execution of internal policies and procedures, maintain ongoing compliance with regulatory and legislative requirements at all times. Ensure that all programs, policies and process are implemented in a manner that supports ACU’s commitment to rural and agricultural communities, francophone services, values-based banking, respectful workplace and diversity, equity and inclusion. QUALIFICATIONS Education and experience The competencies for this position would require a minimum grade twelve diploma, plus two to three years job related experience in the financial industry or an equivalent combination of education and experience. Key Occupational Skills: Strong interpersonal, verbal and presentation skills with the ability and passion to engage with others authentically, establish trust, and build long-lasting relationships Strategic thinker with the demonstrated ability to understand and analyze member needs, develop and recommend appropriate products and services to support member’s financial success Experience and comfort with a fast-paced, complex work environment, and the ability to manage multiple and shifting priorities simultaneously, with an orientation toward delivering results. Self-starter with ability to work independently & in a team environment Previous experience in a financial institution is required Knowledge of Credit Union products and services is an asset Knowledge of Credit Union policies, procedures and operations is an asset Hours of Work: Monday- Friday. Total of 37.5 workings hours per week. Location: St. Claude Branch located at 76 First Street, St Claude MB R0G 1Z0. Note: This role is going to be permanent Full-time. WHO WE ARE?
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