Personal Banking Advisor

Cambrian; Winnipeg; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Extended health and dental

Pension plan

Disability insurance (Short/Long-term)

Life insurance

EAP

Professional development

Staff banking benefits

Merit increases

Job summary

Cambrian Credit Union is seeking a Personal Banking Advisor to deliver complex credit and deposit advice and educate members on our products and services. You will lead day-to-day member interactions, build trusted relationships, and educate members on the value of Cambrian’s offerings.

You will develop and execute annual sales plans, handle a broad range of transactions, and collaborate with Wealth and Small Business Advisors to meet member needs.

Qualifications

• Post secondary degree, diploma or certificate in business, or equivalent experience in retail/personal financial services.
• 3+ years' experience delivering financial advice on complex credit and deposit services.
• Digital literacy, comfort navigating applications in a digital and mobile environment; proficient with 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 and marketing plan targeting member segments and leads.
• Process a full range of member transactions including accounts, cards, deposits, lines of credit, mortgages and loans.
• Engage Wealth and Small Business Advisors and other internal partners to meet member needs.

Skills

Relationship building

Financial advisory

Digital literacy

Analytical thinking

Multi-priority execution

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 BankingAdvisorexperienced 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 Advisorprovides 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 Small Business 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

Cambrian Credit Union would like to thank all applicants for their interest, however, only those selected will be contacted.

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.