Financial Account Manager - Regent Branch Job Openings by Assiniboine Credit Union Ltd in Winnipeg

Job Title Financial Account Manager - Regent Branch Job Openings Winnipeg Assiniboine Credit Union Ltd
Pub Date 10 days ago
Company Assiniboine Credit Union Ltd
Location Winnipeg

Assiniboine Credit Union Ltd Hiring 2020 - Assiniboine Credit Union Ltd provide a chance to apply Financial Account Manager - Regent Branch, that will be placed in Winnipeg. You will receive a better potential customer along with less dangerous life later on. Signing up for this corporation makes a person can do the goal simpler in addition to help the current dream be realized.

To help the company perspective and mission arrives on legitimate Assiniboine Credit Union Ltd will be wide open on fresh placement as December 2020. Everybody who are enthusiastic about filling up this specific vacant, remember to engage in this Financial Account Manager - Regent Branch recruitment. If you will be one that might fill up qualifications, you can try to see more information about Financial Account Manager - Regent Branch Job Openings below.

Assiniboine Credit Union Ltd Jobs 2020

Financial Account Manager - Regent Branch Job Openings in Winnipeg


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.


  • 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 personal goals and results.
  • Promote and provide advice on a 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 departmentensuring 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 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.

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


As one of Manitoba’s Top Employers (2020), 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 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.

Deadline for applications is Friday, November 27, 2020. 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.

As one of the leading companies in Canada, Assiniboine Credit Union Ltd offers variety of opportunities for employees to grow and make them as future leaders of the professional and disciplined. Assiniboine Credit Union Ltd also gives a dynamic work environment in order to encourage employees to give optimally, and at the same time, you are able to increase new experience and knowledge through the company programs.

If You are interested to submit an application for Financial Account Manager - Regent Branch Job Openings Winnipeg December 2020 by Assiniboine Credit Union Ltd, please prepare requirements files and documents immediately. To apply by online, please click the "Apply" button below. If you still do not satisfy with a hiring job above, you can try to read more jobs list in Winnipeg region from another company below.

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