Corporate Relationship Advisor

Steinbach Credit Union•Winnipeg, MB

About The Position

Steinbach Credit Union (SCU) is seeking a Corporate Relationship Advisor to join their Wealth Management team. This role focuses on enhancing relationships between Corporate memberships and SCU by delivering a holistic offering that includes cash management, business services, and Group RSPs. The Advisor will work in partnership with the Corporate Relationship Associate to achieve this. SCU is a large credit union with a member-centric approach, aiming to provide tailored advice and exceptional service.

Requirements

Bachelor's Degree or diploma specializing in Business/Sales or equivalent
4 to 6 years of job related experience or an equivalent combination of education and experience
Strong negotiating skills
Advanced knowledge of different corporate/business structures
Proven Business Development skills, including presentation skills
Advanced knowledge of lending policies and regulatory environments
Knowledge of Risk Management principles
Demonstrated prioritization, organization, and time management skills
Software proficiency

Nice To Haves

A Financial Planning Designation would be considered an asset

Responsibilities

Build and strengthen member relationships by identifying member needs, cross-selling and promoting appropriate products and services, and referring when necessary.
Solicit new members/business through referrals and networking.
Manage and grow current SCU Corporate membership deposit book.
Partner with all business units to actively promote SCU offerings to new and existing members.
Solicit new opportunities leveraging the request for proposal portal to attract corporate, charitable, MUSH, Small to Medium Enterprise, etc. prospects.
Leverage and increase growth and profit potential through service excellence, product knowledge, and teamwork.
Build a roadmap for each member to ensure qualified prospects have an opportunity to engage with the team of specialists within the credit union.
Champion new offerings/products/services to enhance the corporate member experience with SCU; for example: Group RSP, Lawyer Trust Accounts, cash management services etc.
Determine, communicate, and negotiate pricing and terms of credit union products such that value is realized by both the member and SCU.
Key driver in business development activities enhancing the SCU footprint in all relevant markets.
Deliver a needs-based style of service according to SCU's service delivery model.
Respond to member inquiries and resolve member questions and concerns wherever possible, referring more complex issues to the AVP, Wealth & Business Solutions.
Process transactions in the banking system and process applications consistent with member instructions, ensuring accuracy, efficiency, and compliance with regulatory bodies.
Analyze financial information and assess suitability by differentiating between credit union and competitor's products and services to effectively position the value of SCU products and services.
Train and support team members as required.
Work collaboratively with the team to achieve departmental and organizational goals.

Benefits

Competitive annual salary based on skills and experience
Variable compensation
Matched pension plan
Extended medical, dental, vision benefits (100% of premiums paid by SCU)
Health spending account
Critical Illness insurance
Life insurance
AD&D insurance
Employee Assistance programs
Employee Banking benefits (free chequing account, low interest MasterCard, bonus rate on deposit and lending products)
Opportunities for professional development
Clothing allowance
Free parking at all locations