Personal Banking Advisor

Cambrian Credit Union; Winnipeg; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Extended health and dental benefit

Defined Contribution Pension Plan

Short Term Disability, Life Insurance,

Long Term Disability, AD&D insurance

Training and onboarding support

Staff Banking Benefits

Job summary

Cambrian Credit Union in Winnipeg is seeking a Personal Banking Advisor to deliver personalized solutions and banking guidance to members, combining credit and deposit expertise with relationship building.

You will work with Wealth and Senior Banking Advisors, develop an annual sales plan, and handle a full range of transactions including accounts, cards, mortgages, loans, and insurance products.

Qualifications

• Degree or diploma in business or equivalent experience in retail/personal financial services.
• 3+ years' experience delivering financial advice on complex credit and deposit services.
• Comfort using digital/mobile banking apps and basic PC tools.

Responsibilities

• Develop and nurture long-lasting relationships with current and potential members.
• Identify member needs and provide financial advice on complex credit and deposit services.
• Develop an annual sales/marketing plan targeting member segments and referrals.
• Process a full range of member transactions: accounts, cards, deposits, lines of credit, mortgages, loans, and related insurance products.
• Collaborate with Wealth and Senior Banking Advisors to meet member needs.

Skills

Relationship building

Financial advice

Sales planning

Customer service

Digital literacy

Education

Post-secondary degree in business

Tools

Outlook

Word

Excel

Job description

As a locally based financial institution, Cambrian Credit Union is known for delivering value and innovative new ways of banking to our members. Everything we do at Cambrian is guided by our five simple values: Integrity and Honesty; Member Focused; Competitive; Community Involvement; and Innovative Spirit.

Cambrian Credit Union is searching for a Personal Banking Advisor experienced in providing complex credit and deposit advice paired with the ability to identify and educate our members on the value of our products and services, to join our growing team.

As a senior member of the branch team, the Personal Banking Advisor provides leadership and expertise and works closely with members on a day-to-day basis to deliver personalized solutions and maintain solid relationships.

In the role of Personal Banking Advisor, you will:

• Develop and nurture long-lasting relationships with current and potential members.
• Identify and understand the needs of members and provide financial advice and recommendations on complex credit and deposit services.
• Develop an effective pipeline of future business opportunities; establish and work an annual sales and marketing plans that include targeting member segments, applying prospecting tactics, utilizing referral networks and sales activity leads.
• Process a full range of member transactions including, but not limited to opening accounts, debit/credit cards, deposits, lines of credit, mortgages, personal and/or investment loans and related insurance products.
• Engage the support of Wealth and Senior Banking Advisors and other internal partners to meet the member’s needs.

Your experience:

• Post secondary degree, diploma or certificate in business, or an equivalent combination of experience in retail/personal financial services
• You enjoy building relationships with people and want to provide solutions that simplify their finances
• 3+ years' experience delivering financial advice on complex credit and deposit services
• Digital literacy, comfort navigating applications in a digital and mobile environment
• Proficient in PC applications of Outlook, Word & Excel
• Critical thinker who analyzes information and uses logic to address issues, problems and challenges
• Ability to work well in an environment with multiple and often changing priorities

Cambrian offers a work environment where teamwork and creative thinking are valued. In addition, we offer continuing professional development and a competitive total compensation package including:

• Extended health and dental benefit options, up to 80% employer paid premiums dependent on which coverage level chosen
• Defined Contribution Pension Plan – matched at 6%
• Short Term Disability, Life Insurance, Long Term Disability, AD&D insurance and EAP
• Customized training, career development planning, and structured onboarding
• Staff Banking Benefits - Employee interest rates on Credit Union personal loans, lines of credit, mortgages and credit cards
• Annual Performance appraisals and Merit increase reviews

Note: Cambrian Credit Union is an equal-opportunity employer. We welcome and encourage applications from individuals with diverse backgrounds, abilities, and experiences. Accommodations are available upon request for candidates taking part in all aspects of the selection process.