Financial Account Manager - Regent Branch

Assiniboine Credit Union Limited; Winnipeg; On-site; CAD 45,000 - 70,000; Full time

Job summary

Join a forward-thinking credit union as a Financial Account Manager, where you’ll play a vital role in delivering exceptional service and advice to members. This position emphasizes building strong relationships and helping clients navigate a variety of financial products, from loans to investments. You’ll thrive in a supportive culture that values diversity and community impact, while also enjoying a competitive compensation package. If you’re passionate about making a difference in the financial landscape and want to contribute to a socially responsible organization, this is the perfect opportunity for you.

Benefits

Health Benefits

Dental Benefits

Matched Pension Program

Training Programs

Career Development Opportunities

Qualifications

• Minimum 2-3 years of experience in financial advice and lending products.
• Strong understanding of credit union products and services.

Responsibilities

• Develop and nurture member relationships to meet their financial needs.
• Provide advice on a full range of credit union products and services.

Skills

Financial Advice

Client Relationship Management

Problem Solving

Attention to Detail

Team Collaboration

Education

High School Diploma

Courses in Financial Services

Tools

Computer Applications

Job description

Financial Account Manager - Regent Branch

Job Category: Banking - Advice & Customer Service

Requisition Number: FINAN001705

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• Posted : May 2, 2025
• Full-Time
• On-site

Locations

Showing 1 location

Description

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.
• P romote andprovide advice ona 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 on investment and lending products to customers/members in a financial institution
• Prior demonstrated experience working with clients/members on credit applications. Experience working with mortgage applications is required.
• Previous credit adjudication experience is considered an asset.
• Experience and knowledge with Canadian investment products
• Proven experience in completing activities with accuracy and attention to detail
• 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
• Proven experience with various computer applications
• 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 (2024), 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/ Caisse Assiniboine 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.

If you are interested in applying for this position, please submit your resume and cover letter by Monday, May 19, 2025 at 4pm CST. We thank everyone who applies but only candidates selected for an interview will be contacted.

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.