Financial Account Manager - Regent Branch

Assiniboine Credit Union; Winnipeg; On-site; CAD 40,000 - 60,000; Full time

Job summary

Assiniboine Credit Union is seeking a dedicated individual for a full-time permanent position to enhance member relationships and provide financial product advice. The successful candidate will be responsible for developing strategies, resolving member inquiries, and tracking personal performance goals. A minimum of a grade twelve diploma and a blend of education and experience in financial services is required.

Qualifications

• 2-3 years of job-related experience or equivalent education and experience.
• Self-starter who thrives in a team environment.

Responsibilities

• Develop and maintain member relationships.
• Promote a range of credit union products and services.
• Track and report personal goals and results.

Skills

Advice and Service

Negotiation

Credit and Adjudication

Investments

Basic accounting

Credit Union products and services

Credit Union policies, procedures and operations

Education

Minimum of a grade twelve diploma

Additional courses in the financial services field

Job description

• Meet personal business targets, playing a key role in the development of strategies to facilitate goal attainment.
• 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.
• Responsible to track and report personalgoals and results.
• Promote 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.
• 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 deliveryto 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.

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

Please note 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.